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  • About Us
  • Services
    • Retirement Planning
    • Income Strategies
    • Insurance Reviews
    • Tax Planning
    • Estate Planning
    • Employee Benefits
    • Investment Strategies
    • Long-Term Care
  • Resources
    • Videos
    • Blog
  • Contact Us
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Special Update: Quarterly Report Weekly Update – October 1, 2018

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  • Blog
  • Oct 2, 2018
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Friday, September 28, was the last trading day in 2018’s 3rd quarter, and the S&P 500 posted its strongest quarterly return in nearly 5

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Quote For Today

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  • Uncategorized
  • Sep 14, 2018
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“Many people take no care of their money till they come nearly to the end of it, and others do just the same with their time.”      

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Quote Of The Week

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  • Sep 12, 2018
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“The four most expensive words in the English language are, ‘This time it’s different.’”  — Sir John Templeton

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Everything You Need to Know About Life Insurance

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  • Sep 12, 2018
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Planning for what happens after your passing requires compassion, a realistic outlook, and a long-term vision. Although you will not be around to

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Receipe of The Week

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  • Sep 10, 2018
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White Bean and Broccolini Salad   Serves 6 Ingredients: Kosher salt Pepper 1 pound broccolini, trimmed (about 3 bunches) 3 tablespoons olive

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A Shaky Start to September Weekly Update – September 10, 2018

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  • Sep 10, 2018
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Domestic markets fell last week due to negative trade news and declining tech stocks, with the S&P 500 and Dow both breaking their multi-week

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FEES ! FEES ! FEES ! FEES ! FEES ! FEES ! …and “damn fees” when a 1% fee costs you 21% !

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  • Sep 9, 2018
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Most people think a 1% fee is just a small piece of the pie. Let’s see how it adds up: Joe deposits $200,000 in his brokerage account at age 65. 

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Working in Retirement in an ‘Encore Career’ September 5, 2018

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  • Sep 5, 2018
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Experts labeled the birth of more than 76 million babies between 1946 and 1964 the “baby boom.”[i] It was America’s largest generation, although

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Markets Up Again Weekly Update – September 4, 2018

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  • Sep 4, 2018
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Trade continued to dominate the news last week and cause market volatility as investors monitored discussions of the North American Free Trade

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Managing Your Finances Following a Job Layoff August 29, 2018

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  • Aug 29, 2018
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Layoffs are often stressful for everyone involved: company officials, the workers who retain their jobs, and especially the newly unemployed. The

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