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How to Incorporate Travel Into Your Retirement Plan

By webteam | October 28, 2016 | 0 Comments

Ah, the Golden Years. Who hasn’t dreamed of sailing into retirement on the balcony of a cruise ship, or spending their non-working days watching the waves crash on a foreign beach? Unfortunately, too many retirees neglect to consider how expensive…

5 Things to Consider Before Claiming Your Social Security Benefits

By webteam | October 3, 2016 | 0 Comments

Social Security can be a great source of income during retirement. For some, though, it can provide disappointment; knowing what to expect before applying for benefits is half the battle. At NW Tax & Wealth, we work with individuals and…

3 Reasons to Consider Planned Giving for Your Estate

By webteam | October 3, 2016 | 0 Comments

Planned giving is a fantastic way to honor causes you feel strongly about in life with carefully-managed donations after death. Essentially, “Planned Giving” is just a method of using your estate funds to support a philanthropic cause. Experienced and qualified…

How Much Income Will You Need in Retirement?

By webteam | October 3, 2016 | 0 Comments

It’s the (literal) million-dollar question. We get it all the time here at NW Tax & Wealth, and we like to be as specific as possible with our clients about the picture of their financial future. That said, planning for…

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