Resources

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  • Jan 4 2021
    What Should I Include in My New Year’s Resolution?

    If 2020 taught us anything, it’s the importance of being prepared. It's time to can get your finances in order to guard against the next difficult season...

  • Dec 1 2020
    Help! I’m being forced into early retirement.

    Unfortunately, many Americans face forced early retirement. Here's what you can do to lower stress and anxiety, and make wise decisions...

  • Nov 2 2020
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    Are you fed up with your annuity?

    Just last week we had another exhausting encounter with an annuity company. Sound familiar? Do you feel frustrated and lost with your annuity?

  • Oct 20 2020
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    Client Newsletter 4Q20

    Several of our clients made the hard decision to leave assisted living or accept forced early retirement. They asked for our help, here's what we did...

  • Oct 1 2020
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    Don’t Let Money Ruin Your Marriage: Financial Advice for Newlyweds

    Spending habits, financial goals, income, and management styles can add unnecessary strain to your marriage. Here are 10 financial tips to help you!

  • Sep 11 2020
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    Investment Update and Comments on Jobs (How Many and How We Work)

    We wanted to address a couple of points following last week’s update. We have gone slightly more defensive in your portfolios...

  • Sep 1 2020
    At a crossroads: which is better: to retire with zero debt or a million bucks?
    Which is Better: Savings or No Debt?

    Which is better for retirement? Savings in the bank or no debt? The answer is not as simple as you might think... let's find out together!

  • Aug 3 2020
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    What should I look for in a Financial Advisor?

    The financial industry is constantly changing. Here are a few things you should know about a financial advisor before you hire them...

  • Jul 20 2020
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    Client Newsletter 3Q20

    So much has happened since January. Read my latest newsletter for an update on what we're doing and our strategy going forward...