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Your goals, passions, and dreams aren’t generic. Neither is our approach.

10/21/2026

Choosing a retirement home or senior community is one of the most significant financial and lifestyle decisions you will ever make. Our latest guide includes a strategic framework and expert questions to ask.

Don’t wait for a medical necessity to force you into a quick decision. Instead, map out your future while time is on your side. Click the link in the comments below.

10/12/2026

🆕 Trump Accounts are a new way for families to save for the future. The fund can be used for a first home purchase, education expenses or retirement.

🚼Eligible children born 2025–2028 can receive a $1,000 government "Baby Bond."
💲 Parents, grandparents and other individuals can contribute up to $5,000/year
🏢 Some employers may offer pre-tax employer contributions.
⚠️ Only specific ETFs/Mutual Funds are allowed.

Read our latest article for all the pros and cons, how these accounts compare to 529 plans and what tax implications to consider. Click the link in the comments below.

10/09/2026

Many people assume their estate planning is done once they have a will or trust. But an incorrect or outdated beneficiary designation can unravel your carefully crafted estate plan.

Beneficiary designations can actually override a will, so it’s important to keep them up to date. Have a living trust? It’s not always a good idea to choose your trust as the beneficiary of your retirement savings because it can leave your heirs a sizeable tax bill.

Click the link in the comments for some important info about beneficiary designations — trust or no trust.

10/08/2026

Today is DAF Day! It’s the perfect time to learn more about donor-advised funds or make a distribution from your DAF. Click the link in the comments to:

💰 Learn more about how DAFs work
📃 Understand pros and cons
🛑 Avoid common mistakes

Already have a DAF? 😇 DAF Day 2026 is an opportunity for DAF account holders to make a positive difference. Click the link in the comments for more info.

10/01/2026

DAF Day is one week from today! If you’ve been curious about donor-advised funds or haven’t used your DAF recently, click the link in the comments to find out how DAFs work, who should (and shouldn’t) open a DAF and how to make the most of your account.

09/24/2026

Has “learn about donor-advised funds” been on your to-do list? DAF Day 2026 is coming up on October 8th, so it’s the perfect time to dive into DAFs. What is DAF Day?

It’s a national movement similar to Giving Tuesday. More than $327 billion sits idle in DAF accounts and DAF Day encourages account holders to turn charitable intentions into positive change by distributing money to important causes.

Click the link in the comments to learn more about DAFs and DAF Day.

09/18/2026

Common law vs. community property states: What’s the difference, and why does it matter?

For married couples with highly appreciated property, a community property trust can provide big tax benefits. It all depends on where you live. In some separate property states, a community property trust can provide a double step-up in basis.

Our latest article explains how community property trusts work, which states allow them, and when this estate planning strategy may be worth considering.

👉 Click the link in the comments to read more.

09/16/2026

If you have a decent retirement savings, you may be wondering if long-term care insurance is worth it (versus paying out-of-pocket). Our latest article includes helpful charts and stats to help you make an informed decision.

Learn about: the best time to buy long-term care insurance, hybrid elder care/life insurance policies and how to get help managing a loved one’s long-term care.

09/07/2026

Looking for a low-risk investment that can lower your tax bill?💰Municipal bonds ("munis") may be a good option, but they’re not right for every investor.

Municipal bonds are a good fit for investors who live in high-tax states. If you’re in a lower tax bracket, taxable bonds may be a smarter investment. Click the link in the comments for what you need to know before investing in municipal bonds.

08/28/2026

Think retiring early is just about hitting a target savings number? Think again. 🛑

Many aspiring early retirees overlook landmines that can drain their wealth prematurely. Before you hand in your notice, stress test your budget and make sure you have a plan to pay for healthcare before Medicare kicks in and know the optimal time to take Social Security.

Click the link in the comments to review our financial readiness checklist for early retirees.

Address

319 Miller Avenue
Mill Valley, CA
94941

Telephone

+14155417774

Website

http://letsassemble.com/

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