Resources

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  • 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...

  • Jul 1 2020
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    Do We Stay or Do We Go?

    Summer weather might bring some relief from the COVID-19 pandemic, but life as we knew it just won’t be the same. Here are our best staycation ideas...

  • Jun 1 2020
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    Why Do So Many People Fail in Retirement?

    Unfortunately, one in three families will not have enough money to maintain their lifestyle throughout retirement. Here are 3 reasons why...

  • May 1 2020
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    7 Overlooked Costs of Retiring Abroad

    What does the perfect retirement look like for you? Retiring abroad might be just the thing you’re looking for... but I urge you to research before you go.