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estate planning package hollander lone maxbauer

4 Essential Documents in an Estate Planning Package

Estate planning documents are meant primarily to address a person’s last wishes. These documents, however, must be drawn up when a person is healthy and cognizant. Though you will work with an attorney to establish the intricacies of your customized estate planning package, it is essential to partner with an experienced financial advisor who can … Read more

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New Teachers: Financial Independence for Young Professionals

Teachers need financial planning as much as anyone, especially young professionals just starting out in their chosen career. While many new educators are thrilled to have gainful employment doing what they went to college to learn, it’s also important to think beyond the present. Financial planning for the future is essential for every teacher. Reachable … Read more

non-opioid for pain hollander lone maxbauer

Non-Opioids: Surgery Without Opioids Is Possible

Surgery can be uncomfortable, some more than others. Most patients find themselves suffering not always because of pain but because of the opioids they were given as part of their procedure. Now, non-opioid options have proven effective for acute surgical and non-surgical pain, limiting undesired side effects and, of course, the danger of opioid addiction. … Read more

2023 2024 income tax numbers

Income Tax Key Numbers

Qualified charitable distributions (QCDs) are distributions made directly from an IRA to a qualified charity. Such distributions may be excluded from income and count toward satisfying any required minimum distributions (RMDs) you would otherwise have to receive from your IRA. Individuals age 70½ and older can make QCDs up to $105,000 (in 2024, $100,000 in … Read more

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retirement planning hollander lone maxbauer

3 Essential Steps for Retirement Planning

Everyone does retirement their own way, depending on how long you’ve worked, how long you plan to work, and what your goals are for after you’ve waved goodbye to the daily grind. No matter your career or lifestyle, essential steps for retirement planning are consistent across the board and keeping these in mind with help … Read more

zepbound for weight loss

Zepbound: The Newest Weight Loss Drug

The Type 2 diabetes drug called tirzepatide was approved by the U.S. Food and Drug Administration (FDA) in November 2023 for treating chronic weight management. Sold under the brand name Mounjaro for treating diabetes, the drug will be called Zepbound when prescribed as a weight loss medication. In a nation that has become fascinated with … Read more