Recent Posts

Do you know exactly how Social Security is going to shape your future? If you don’t, you’re not alone. Social Security has become one of the most …
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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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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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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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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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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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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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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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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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