Resources
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Nov 2 2020
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
Client Newsletter 4Q20Several 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
Don’t Let Money Ruin Your Marriage: Financial Advice for NewlywedsSpending habits, financial goals, income, and management styles can add unnecessary strain to your marriage. Here are 10 financial tips to help you!
Sep 11 2020Investment 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 2020Which 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 2020What 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 2020Client Newsletter 3Q20So much has happened since January. Read my latest newsletter for an update on what we're doing and our strategy going forward...
Jul 1 2020Do 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 2020Why 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...