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Insights

Our articles are meant to share ideas that are practical, actionable, and easy to read without too much financial jargon. 




Maximize Your Employee Benefits this Open Enrollment Season Thumbnail

Maximize Your Employee Benefits this Open Enrollment Season

Open enrollment is approaching, and this is a great opportunity to optimize the benefits your employer offers. Many individuals rarely revisit benefit elections, potentially overlooking significant perks. Below are a few key benefits to review for your next open enrollment.

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Social Security: Will The Well Run Dry? Thumbnail

Social Security: Will The Well Run Dry?

It’s a persistent question in American fiscal policy, and for good reason. Social Security, a cornerstone of retirement for millions, is facing a significant financial challenge. According to the 2024 Social Security Trustees Report, the combined trust funds that support retirement and disability benefits are projected to be depleted in 2035.

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Planning Ahead: How Long-Term Care Can Protect Your Health and Wealth Thumbnail

Planning Ahead: How Long-Term Care Can Protect Your Health and Wealth

Most of us don’t like to think about aging, let alone needing help with basic things like dressing, eating, or bathing. But if you’ve ever helped a parent or loved one navigate health issues in their later years, you know how quickly life can change—and how overwhelming and expensive care can become.

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Beyond April 15th: Proactive Tax Planning with Elmwood Thumbnail

Beyond April 15th: Proactive Tax Planning with Elmwood

Effective tax planning is not a one-time annual event; it's a continuous process that, when integrated into your overall financial strategy, can significantly impact your long-term wealth accumulation and well-being. As our understanding of your complete financial picture evolves ...

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