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We help individuals and families pursue their ideal retirements.

Tech Trends

June 10, 2019

There are different formulas for launching highly successful companies. First, create a product that solves a problem that no one knew they had — for instance, how online search engines…

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Retirement: Savings and Financial Health

June 4, 2019

As many baby boomers near retirement, some new facts are coming into focus. According to the latest Government Accountability Office (GAO) report on retirement security, 29 percent of households aged…

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We Had a Strong Q1 2019; What’s the Outlook for the Rest of the Year?

May 21, 2019

The first quarter of 2019 proved to be a strong one. The S&P 500 posted a 13.1% gain (the highest quarterly gain since 2009), the Dow Jones Industrial Average rose…

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Companies Creating Vertical Investing Opportunities, Others Investing in Communities

May 14, 2019

There is a new trend toward investing in American initiatives that aligns with the president’s focus on making the country great. Initiatives are cropping up to help create the potential…

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Bull Market Turns 10

May 6, 2019

March 9, 2019, marked the 10th anniversary of the current bull market, the longest-running in U.S. history. In that decade, the market more than quadrupled, and when you factor in…

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We Had a Strong Q1 2019; What’s the Outlook for the Rest of the Year?

April 30, 2019

The first quarter of 2019 proved to be a strong one. The S&P 500 posted a 13.1% gain (the highest quarterly gain since 2009), the Dow Jones Industrial Average rose…

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IRA Refresher

April 22, 2019

In 2019, the IRS increased the limit on annual individual retirement account contributions to $6,000 from $5,500. The catch-up contribution for people ages 50 and up remained the same at…

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Navigating your finances as a couple

April 15, 2019

Tax season is a good time for couples to get on the same page regarding household finances. Now that you’ve filed your 2018 taxes, take time to think about how…

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Tax Tips: Look ahead while looking back at 2018

April 8, 2019

If you didn’t adjust your tax withholding in early 2018, you might be in for a surprise when completing your tax return this year. A lot of people opted for…

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3 Deterrents to Retirement Planning

April 1, 2019

Retirement is something many people look forward to, but fewer properly plan for. The following are three common deterrents to creating a well-planned retirement strategy, along with a few tips…

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