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We help individuals and families pursue their ideal retirements.

Money Saving Tips

March 8, 2018

Recognizing Our Biases Our brains are wired to rely on shortcuts that enable us to function efficiently and make decisions based on previously known data. While that’s convenient in some…

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Tax Reform Update

February 28, 2018

Tax Reform: What Made It Into the Law, and What Does It Mean?   After months of hashing and rehashing what was (or wasn’t) in the tax reform bill —…

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Exploring the Behavioral Biases of Investing

February 20, 2018

    Despite the research and due diligence necessary in developing an investment portfolio, investors are frequently influenced more by their own emotional and behavioral biases than by data.1 These…

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Tax Reform

February 15, 2018

Money Saving Tips Tax Reform and Retirees   The Tax Cuts and Jobs Act that President Trump signed into law in late 2017 has several provisions that may affect retirees.…

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Positive Aging

February 1, 2018

Making Your Brain Happy   Here’s a thought: The things that make you happy aren’t necessarily the things that make your brain happy. For example, your brain may not care…

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The Good Life

January 23, 2018

Experiences Over Possessions – Live, Love, Laugh and Save Money   Make a list of the top 10 things you want in life that you currently have not achieved. Then…

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Study Proves Aging a One-Way Process

January 16, 2018

  As you may have already suspected, aging is not a reversible process. This was confirmed in a new study titled “Intercellular Competition and Inevitability of Multicellular Aging,” in which…

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Year-End Tax Tips

January 4, 2018

Year-End Tax Tips As of this writing, Congress is attempting to reform our tax code. While changes are common with every new presidential administration, an initiative so transforming as to…

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Innovation Around the World

December 19, 2017

Digital music service Spotify and the popular electronic games Minecraft and Candy Crush Saga all originated in Sweden. The country is home to some of the world’s largest technology companies…

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