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3 Ways to Potentially Spend Less and Save More In Retirement

By webteam | October 28, 2016 | 0 Comments

The American retirement is longer than it’s ever been. That’s great news for retirees and pre-retirees looking to live out their days hitting the links on the course or napping on the couch, but can be worrying news for their savings…

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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