We believe education is key to good decision-making. Our blog is where we share timely guidance, practical tips, and in-depth strategies on the financial topics that matter most: protecting your retirement income, minimizing taxes, and securing your family’s financial future.
Each post is written with the same integrity and precision that defines our planning process. Whether you're a current or future client, a student of finance, or simply want to broaden your knowledge base, you'll find value here.
Explore the latest insights from our team that can help you stay ahead of the curve.
It’s tax season! And though it comes at the same time each year, many Americans still file for tax extensions. Whether you choose to work with a tax professional or file on your own, staying organized can help you meet the April 15th deadline.
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting.
How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits.
If something you’ve read here sparked a question—or made you wonder whether your plan needs revisiting—let’s talk.
Our knowledgeable advisors offer complimentary, in-depth consultations designed to help you understand where you stand and where you could be. No pressure or expectations, just personalized guidance from a team that treats your goals like our own.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside parties to provide information on a topic that may be of interest. These outside parties are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Assured Concepts Group Ltd. is neither a broker-dealer nor an investment adviser. Securities and Variable Insurance products are offered through Purshe Kaplan Sterling Investments www.pksinvest.com, member FINRA / SIPC , www.finra.org, www.sipc.com. Advisory services provided through Assured Advisory Group, LLC, a Registered Investment Advisory Firm. Purshe Kaplan Sterling Investments is a full service brokerage firm, operated primarily through independent registered representatives. Investing involves risk including loss of principal. The information provided is not directed at any investor or category of investors and is provided solely as general information about products and services or to otherwise provide general investment education.
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