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We help individuals and families pursue their ideal retirements.

Assessing The Role Of Government

February 10, 2020

Recently, President Trump bemoaned the inconveniences of low-flow toilets, showers, dishwashers and energy-efficient lightbulbs – all implemented in the wake of government regulation aimed toward conservation efforts.1 One issue in…

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Financial Tips for 2020

February 3, 2020

The U.S. has enjoyed 10 years of a booming stock market and a growing economy. It’s too early to tell how 2020 will look, but there are some signs that…

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Two Retirement Planning Approaches: Safety vs. Probability

January 27, 2020

According to Merrill, four of the most common risks to your retirement strategy are:1 A significant market drop shortly before or early in your retirement Inflation reducing your spending power…

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Tax Tips and Updates for the 2019 Filing Season

January 20, 2020

As we enter a new year, it’s time to start thinking about smart tax moves to help minimize what you’ll owe Uncle Sam on April 15, 2020. Given the fact…

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Non-Cyclical Stocks and Their Relationship to the Economy

January 13, 2020

Three pivotal economic events of 2019 were: (1) the prolonged trade dispute between the U.S. and China; (2) the series of three interest rate cuts by the Federal Reserve; and…

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The State of the Sharing Economy

January 6, 2020

The financial hardships of the Great Recession forced many people to start thinking outside the box. The “sharing economy” gained popularity in the late 2000s because it provided more affordable…

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Dealing With Anxiety? Learn Ways To Cope

December 30, 2019

Anxiety is the most common mental complaint in the U.S., with more than 40 million people suffering from it on a regular basis, according to the Anxiety and Depression Association…

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Market Trends to Watch

December 23, 2019

The investment world is like the weather: constantly changing. Financial vehicles are tweaked and improved upon, particularly when there are changes to tax law or compliance rules. The world of…

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The Importance of Women Achieving Financial Confidence

December 16, 2019

Married or single, women are finding that taking an active role in their financial futures is critical. About 80% of married women outlive their husbands, and nearly half of all…

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Tax Updates and Reminders

December 9, 2019

As we head toward the end of the year, consider maxing out your contributions on tax-advantaged accounts to help manage your 2019 return. While some accounts, such as an IRA…

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