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We help individuals and families pursue their ideal retirements.

The Labor Market in the Post-Pandemic Era

June 21, 2021

According to the most recent Future of Jobs Report by the World Economic Forum, 50% of employees will need new skills training by 2025 as the pace of technological innovation…

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Survival of the Fittest

June 14, 2021

The coronavirus pandemic worsened income and wealth disparity in the U.S.1 However, if you were on a good path for retirement planning and financial stability, chances are you were in the…

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What’s Driving Oil Prices?

June 7, 2021

Oil prices are influenced by supply and demand, and 2020 was a great demonstration of this principle. With global and local shutdowns due to the spread of the coronavirus, there…

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Gen X Prepares to Ascend the Throne

May 31, 2021

Generation X, comprised of adults between the ages of 40 and 55, have entered their prime earning years while at the same time enjoying a bull market for stocks. This…

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Investment Consolidation Strategies

May 24, 2021

Throughout investment industry and financial media sources we constantly hear the message that our money should be diversified. By spreading assets throughout a number of different vehicles, we can take…

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Social Security Proposals and Strategies

May 17, 2021

As the Social Security Trust Fund approaches its expiration date, many existing entities are offering helpful suggestions for funding alternatives. For example, the Association of Mature American Citizens (AMAC) recommends…

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Updates on FSAs and HSAs

May 10, 2021

A recent survey found that 40% of respondents with access to a health savings account (HSA) do not fully understand how they work. Basically, HSAs are paired with high-deductible health…

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New Status on Pension Plans

May 3, 2021

Financial professionals and economists have been talking about the “graying of America” and the retirement crisis for at least a couple of decades. Now, it seems, things have reached a…

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Changing Infrastructure

April 26, 2021

Would adding more lanes to the nation’s freeways solve our traffic problems? Consider that the Katy Freeway in Houston has 26 lanes at its widest point, and it still bottlenecks…

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Tax Topic: Qualified Business Income Deduction

April 19, 2021

One of the provisions included in the Tax Cuts and Jobs Act of 2017 was the Qualified Business Income (QBI) deduction. It is designed as a tax break for small…

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Ready to Take The Next Step?

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