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Take Control of Your Future with Simple Estate PlanningPlanning for the future is one of the greatest gifts you can give your loved ones. Whether you want to provide for your family, safeguard your wishes, or establish a legacy, creating an estate plan is essential. For many, the process feels intimidating—full of decisions, legal jargon, and uncomfortable topics like death and finances. Deciding who inherits what, drafting a will, or assigning power of attorney can feel overwhelming. But despite the discomfort, estate planning is crucial. Organizing your assets and making key decisions ensures your loved ones are cared for, avoids

How the Social Security Fairness Act Affect You? by Michael Franks, Senior Wealth AdvisorOn January 5th of this year President Biden signed the Social Security Fairness Act. This Act has caused significant changes in how individuals qualify for retirement income benefits.What You Need to know About the Social Security Fairness Act:For retirees and government employees, Social Security Benefits play a crucial role in financial planning for the future. However, if you dedicated your career to public service and either you or your spouse earned the required 40 work credits in the private sector to qualify for Social Security, you may

Planting for Tomorrow: Building Your Financial Legacy by Michael Franks, Senior Wealth AdvisorFor young professionals, new investors, and entrepreneurs, the idea of building a financial legacy may feel far off, like something reserved for another stage of life. But the truth is that the trees you plant today will define the shade and fruit for future generations to enjoy and build on.Start With VisionYour legacy begins with clarity. Take the time to envision the future you want to create. What are the values you want to pass on? How do you want your efforts to impact those around you? It