This white paper outlines the 12 most common estate planning mistakes retirees make—from overlooking incapacity planning to mishandling beneficiary designations and state estate taxes. It explains how each issue can impact your legacy and highlights practical solutions.
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This guide reveals how tax-smart strategies like Roth conversions, QCDs, and income timing can lower Medicare premiums. Sentinel Wealth & Tax helps retirees integrate Medicare planning into their overall financial strategy to reduce costs and protect long-term wealth.
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This guide from Sentinel Wealth & Tax outlines eight essential investment strategies for retirees, focusing on risk management, income planning, longevity, and tax efficiency. It emphasizes proactive planning and personalized advice, with the goal being long-term security and peace of mind.
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At Sentinel Wealth & Tax, we take a personal, integrated approach to helping retirees navigate financial planning, tax strategy, and estate organization. This 12-page booklet introduces our team, outlines the services we offer, and explains how we support clients through life’s transitions.
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This guide helps widows and widowers navigate estate planning after loss, covering legal updates, tax strategies, investment management, and housing decisions. It emphasizes clarity, control, and peace of mind, with supportive services from Sentinel Wealth & Tax.
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This 7-page guide helps pre-retirees assess whether they’re ready—financially and emotionally—to retire within the next year. It covers cash flow planning, Social Security, healthcare, taxes, and lifestyle goals, with guidance from Sentinel Wealth & Tax for confident decision-making.
Download White PaperThis white paper outlines the 12 most common estate planning mistakes retirees make—from overlooking incapacity planning to mishandling beneficiary designations and state estate taxes. It explains how each issue can impact your legacy and highlights practical solutions.
Download eBookThis guide reveals how tax-smart strategies like Roth conversions, QCDs, and income timing can lower Medicare premiums. Sentinel Wealth & Tax helps retirees integrate Medicare planning into their overall financial strategy to reduce costs and protect long-term wealth.
Download eBookThis guide from Sentinel Wealth & Tax outlines eight essential investment strategies for retirees, focusing on risk management, income planning, longevity, and tax efficiency. It emphasizes proactive planning and personalized advice, with the goal being long-term security and peace of mind.
Download eBookAt Sentinel Wealth & Tax, we take a personal, integrated approach to helping retirees navigate financial planning, tax strategy, and estate organization. This 12-page booklet introduces our team, outlines the services we offer, and explains how we support clients through life’s transitions.
Download eBookThis 7-page guide helps pre-retirees assess whether they’re ready—financially and emotionally—to retire within the next year. It covers cash flow planning, Social Security, healthcare, taxes, and lifestyle goals, with guidance from Sentinel Wealth & Tax for confident decision-making.
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