Recent Posts from Admin


February 15, 2019 4 Key Money Challenges for Women

If you’re a woman, or your partner is female, this edition of the Weekly Update is dedicated to you. That’s because the financial and retirement …

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February 08, 2019 The BIG 3 of Long Term Care

You can put it off and hope it won’t affect you. And maybe it won’t. But statistics say you’re probably going to need it. I’m talking about … ‘cue …

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February 01, 2019 4 Ways to Find Your Retirement Bliss

When it comes to your retirement, what are you most excited about? Which activity or pastime? While some people have no problem filling all the extra …

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January 22, 2019 January 2019 Market Update

Market Cycles and Feedback Loops Do you ever feel like you’re too close to something? Sometimes, you can be so close to what’s happening, that you …

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January 18, 2019 4 Quick Money Saving Tax Tips

Over the course of your life, you might spend thousands of hours monitoring your investments and savings. But how much time do you spend on tax …

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January 11, 2019 2019 Investment Checkup

Your savings are your future. How you manage your money today impacts your quality of life tomorrow. When it comes to your approach to investing, of …

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December 28, 2018 Happy Financial New Year!

You could have a better year if you just do these things. You may think that all resolutions are a big waste of time. Yet I’ve worked with a lot of …

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December 14, 2018 5 Direct Reasons to Finish Your Estate Plan Today

You don’t want to deal with it. I don’t want to deal with it. But you need to get it done. Then you can put it behind you and never think about it …

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November 16, 2018 4 Important End-of-Year Tax Considerations

Who does your taxes? And, more importantly, why do they get to do them? What I mean is, when it comes to your retirement planning, your taxes and …

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