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We help individuals and families pursue their ideal retirements.

Food for Health

August 13, 2018

Food for Health   We love our bacon. In recent years, this pork delicacy has seen a resurgence in popularity alongside new ways to enhance recipes ranging from bacon-infused macaroni…

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Trends in Real Estate

August 6, 2018

One of today’s new housing trends was also popular more than thousands of years ago — communal living.1   In the Middle Ages, society was more interdependent. It wasn’t unusual…

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Takeaways From the 2018 Berkshire Hathaway Annual Meeting

July 30, 2018

  As he does each year, the United States’ arguably most successful investor, Warren Buffett, shared his wisdom and observations at this year’s Berkshire Hathaway annual shareholder meeting. Buffett is…

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Retirement Investing

July 23, 2018

Retirement planning looks much different than it did a century ago. With lifespans and retirements lasting longer, it’s not just about planning for a financial future; we must also create…

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Market Trends

July 16, 2018

Fueled by more plentiful jobs, the U.S. residential real-estate market is skyrocketing. In some areas, particularly major metropolitan cities, buyers are struggling to either find or afford a home. Those…

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What Higher Interest Rates Could Mean For You

July 9, 2018

Unemployment is at its lowest level in years.1 Many Americans are seeing a bump in their paychecks due to the new tax law, and the stock market is remaining resilient…

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For Some Retirees, Home is Where the Debt is

July 2, 2018

Today’s pre-retirees and retirees tend to have far more debt than those in years past. In addition to factors like credit card payments and medical expenses, this generation is seeing…

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Strategies for Optimal Social Security Payouts

June 25, 2018

Social Security benefits are typically synonymous with retirement income. It would be inefficient to create a retirement plan without first estimating how much you will receive from the government.1 According…

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Consider Having a Backup Plan

June 18, 2018

When looking ahead in anticipation of Social Security benefits, many people expect to wait until an average age of 66 to make a claim.1   However, Nationwide Retirement Institute’s fifth…

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Pros and Cons: Fewer Regulations in the U.S.

June 11, 2018

One of the current administration’s persistent themes has been deregulation — cutting through the red tape in the rules of doing business. In one instance, Donald Trump was filmed standing…

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