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Who’s Really Working for You in the Financial World?

Understanding What an RIA, IAR, and BD Does and the Difference Between Them.The world of financial advisors can feel like…
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What do all the Letters Mean After a Financial Advisor’s Name?

CFP, RICP, EA, CLU, and ChFC ExplainedChoosing a financial advisor can be overwhelming when you see a string of letters…
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Portfolio Tax Efficiency

Portfolio Tax EfficiencyPortfolio Tax EfficiencyManaging an investment portfolio in a tax-efficient manner is crucial for maximizing returns and minimizing tax…
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Risk Management

Risk ManagementProtect Your AssetsAs a person approaches retirement, there are a host of concerns that can arise. A critical element…
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Investment Management Services

Investment Management ServicesHow Do Investments Fit into My Retirement Planning?Your investment portfolio is the engine of your retirement journey. How…
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Pension Decision Planning Services

Pension Decision Planning ServicesHow Do I Decide Which Pension Option is Right for Me?A very common decision for current retirees…
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Trust and Estate Planning Services

Trust and Estate Planning ServicesWhat is Estate Planning?Your estate is comprised of all your assets: your home, investments, savings, cars,…
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Tax Planning

Tax PlanningHow Can Tax Planning Help During Retirement?Most people probably don’t consider this, but the single largest expense every year…
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Retirement Income Planning Services

Retirement Income Planning ServicesWhat Is Retirement Income Planning, and How Do You Do It?There are several questions that hopeful retirees…
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Social Security Claiming Planning Services

Social Security Claiming Planning ServicesWhen is the Best Time to Claim Social Security Benefits?As one approaches retirement, the process of…

Browse the Archives

Featured image for “Unlocking the Mystery of Income Taxes”

Unlocking the Mystery of Income Taxes

There’s so much information in the headlines and financial media about taxes. Whether it’s what deductions you may be missing…
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Social Security Strategy: Do You Have One?

Who doesn’t love the concept of an all-inclusive vacation? We decide where we want to go, choose our excursions, and…
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Pension Decision: Just One Critical Piece of Information Is Needed to Decide

Have you or will you be asked to choose between a pension lump sum or income payments when you retire?…
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Retirement Blueprint: Building Your Fiscal House on Solid Ground

If you drive by a home that’s still under construction, there’s a certain energy that it exudes. A new house…
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Investing For Retirement So You Can Remain In Retirement

As hard as many investors try to time the stock market, it’s been shown to be almost impossible to do…
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A World of Extremes

I’m well rested and exhausted, comfortable and at great risk, fed up and hopeful. Which is it, you ask? All…
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A Biden Presidency

I hope you’re healthy and at least reasonably happy as we navigate the strangest year in most of our lives.…
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The Election and Markets

If there’s one thing we all love, it’s a presidential election! The drama, the excitement, the intrigue…it’s a shame we…
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Drinking From The Pond

With a pandemic altering so much of our daily lives, a presidential election looming, and no new episodes of our…
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Sport-Tuned Suspension

When I was a much younger guy, I enjoyed competitive driving. I modified a car for use in the Sports…
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The Harp Player

I’m not much of an orchestra guy. I say that to preempt any thoughts you may develop that I’m a…
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Back To Normal. Right?

Have you ever known a couple who breaks up after a long relationship, then reconciles again? It’s a huge sigh…

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