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Why Employee Benefit Plans Make Sense

March 14, 2023

Over time, there has been an increase in the number of employers offering employee benefit packages for their workers. As a business, you might be

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Women’s Financial Empowerment: The Challenge of Financial Wellness and Why We Need Women’s History Month

March 7, 2023

March is Women’s History Month, a month-long celebration of female empowerment1. This effort includes advocating for better representation in the workforce, pay parity and improved

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5 Last Minute Considerations Before Tax Day

March 2, 2023

With April’s federal tax filing and payment deadline on the horizon, Americans are dotting their i’s and crossing their t’s as they prepare for the

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Plan a Date for a Heart-to-Heart Couple’s Talk About Retirement Planning

February 27, 2023

Retirement planning may not be your idea of an exciting date night. However, retirement strategies and goals are so varied that couples in committed relationships

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3 U.S. Presidents Who Still Influence Your Retirement Planning Today 

February 20, 2023

Each year, Presidents’ Day is celebrated on the third Monday in February, paying tribute to George Washington, Abraham Lincoln, and the other U.S. presidents who

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SECURE Act 2.0: 5 Major Changes

February 17, 2023

On December 20, 2022 SECURE Act 2.0 was signed into law. It’s primary objectives are to increase Americans’ retirement savings, reduce costs for employers who

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3 Reasons to Review Your Beneficiaries Now

February 14, 2023

Most types of financial accounts allow you to designate a beneficiary, from checking and savings accounts to life insurance policies, 401(k)s, IRAs, pensions, and trusts.

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5 Types of Retirement Plans for Small Business Owners

January 25, 2023

Small business owners are different from the average hourly employee in a lot of ways. One often-overlooked difference is how they plan for retirement. Although

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The Inflation Reduction Act

January 24, 2023

In case you missed it, the price of most things we consume has increased considerably over the past year. From September 2021 to September 2022,

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We are proud recipients of the CERTIFIED FINANCIAL PLANNER™ certification. We are dedicated fiduciary retirement planners.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Independent Advisor Alliance, a Registered Investment Adviser. Independent Advisor Alliance, Rightirement Wealth Partners, and RWP Capital are separate entities from LPL Financial.

Advisors Associated with Independent Advisor Alliance may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and Investment Advisor Representatives of Independent Advisor Alliance; or (2) solely investment advisor representatives of Independent Advisor Alliance, and not affiliated with LPL Financial. Investment advice offered through Independent Advisor Alliance, and not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, MD, NC, NJ, NY, TX, VA.

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