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We help individuals and families pursue their ideal retirements.

What Does National Stimulus Relief Mean To You?

May 4, 2020

On March 27, 2020, President Donald Trump signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a historic $2 trillion stimulus package designed to provide economic relief…

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Takeaways From Warren Buffet’s Annual Shareholders Letter

April 27, 2020

“When seeking directors, CEOs don’t look for pitbulls. It’s the cocker spaniel that gets taken home.”1 The above quote is one of the ideas Warren Buffett conveyed in his most…

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Health Care Woes Predicted Long Ago

April 20, 2020

“The federal pandemic influenza plan and public health experts predict that should the H5N1 influenza virus mutate in such a way that human-to-human transmission can easily occur, approximately 30 percent…

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Breaking Down The Recent Jargon Of The Market

April 13, 2020

The Dow Jones Industrial Average (DJIA), the S&P 500 and the Nasdaq experienced quite a roller coaster ride in March. There are mixed opinions as to whether it was due…

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Affordable Housing Crisis Challenges

April 6, 2020

There are several factors contributing to the current housing shortage in the U.S. For starters, low inventory of existing homes for sale has driven up the prices of available housing,…

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The Future of Transportation

March 30, 2020

The United States is a very large, land-mass country. Yet, it offers few options in terms of coast-to-coast mass public transit, particularly compared to other developed countries. Europe’s countries tend…

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Inheriting a 401(k) Plan

March 23, 2020

Within the scope of an investment portfolio, the commonplace 401(k) may seem to be a simplistic account. But it’s not, especially when it comes to estate and legacy planning. The…

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Caregiving: What’s Your Strategy?

March 16, 2020

There’s an adage often found on decorative signs and other accessories that reads, “Be nice to your kids; they will choose your nursing home.” The saying rather drives home the…

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The Coronavirus And Other Oddball Risks

March 9, 2020

One of the reasons investing never gets boring is because it is an ever-changing, never-sleeping industry that presents new opportunities — and new risks — every day. One of the…

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Climate Change: A World Of Opportunity

March 4, 2020

According to the National Oceanic and Atmospheric Administration, the amount of heat stored in the upper levels of the ocean reached an all-time high in 2019. This is a primary…

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