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It’s never too late to take the first step or get a second opinion. If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.

Annuity Strategies

October 1, 2018 | 0 Comments

In a 2017 Nationwide Retirement Institute survey, financial advisors revealed some of the primary concerns of today’s pre-retirees, including maintaining...

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How Market Moves Affect Investor Decisions

September 24, 2018 | 0 Comments

The National Bureau of Economic Research recently explored how continued low returns can influence saving, investing and retirement behaviors. According...

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Sustainable Investing Goes Mainstream

September 17, 2018 | 0 Comments

  Invest in what you know is a common piece of investment wisdom. In the past, that advice has most...

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Retirement Readiness

September 10, 2018 | 0 Comments

The Indexed Annuity Leadership Council recently published a report that included a scoring mechanism for how “retirement ready” Americans are...

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When to Pivot?

September 5, 2018 | 0 Comments

The first half of 2018 went well in terms of market performance and economic growth. In fact, the second longest-running...

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Trade Wars

August 27, 2018 | 0 Comments

There’s a never-ending stream of political news these days, but the stock market has remained relatively resilient. The market successfully...

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Tax Burden Shifts in Divorces

August 21, 2018 | 0 Comments

The Tax Cuts and Jobs Act (TCJA) featured an important provision for divorcing couples to consider. For divorces executed after...

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Food for Health

August 13, 2018 | 0 Comments

Food for Health   We love our bacon. In recent years, this pork delicacy has seen a resurgence in popularity...

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Trends in Real Estate

August 6, 2018 | 0 Comments

One of today’s new housing trends was also popular more than thousands of years ago — communal living.1   In...

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Takeaways From the 2018 Berkshire Hathaway Annual Meeting

July 30, 2018 | 0 Comments

  As he does each year, the United States’ arguably most successful investor, Warren Buffett, shared his wisdom and observations...

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