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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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The Bull Market Continues Weekly Update – August 27, 2018

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  • Aug 27, 2018
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Last week marked a noteworthy milestone in our economy: On Wednesday, August 22, the bull market entered its 3,453rd day, the longest such run in

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Zucchini Soup

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  • Aug 26, 2018
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Serves 4 Ingredients:   1 tablespoon olive oil 1 medium yellow onion, chopped 4 cloves garlic, minced 1 teaspoon black pepper 1 teaspoon

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Recovering from Financial Mistakes August 22, 2018

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  • Aug 26, 2018
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History tells of investors leaping from tall buildings during the Great Depression.[i] It was Black Thursday, October 24, 1929.[ii] Newspaper

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The Importance of Setting Intermediate Financial Goals August 15, 2018

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  • Aug 15, 2018
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You understand the value of setting financial goals. Goals serve as stepping stones to achieving your dreams. Saving for retirement is a top

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Basil-Berry Lemonade Sorbet

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  • Aug 15, 2018
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Serves 6 Ingredients:   1 cup sugar 1 cup lightly packed fresh basil 6 cups frozen mixed berries ¾ cup lemon juice (from about 4 lemons)

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Long-Term Care Insurance May Help Offset Medical Costs

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  • Aug 9, 2018
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Analysts say couples will need an estimated $280,000 to cover health-care costs in their retirement. That’s a 2% increase from last year’s

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Financial Tips for Caregivers of Parents and Children

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  • Aug 2, 2018
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On one side, people in the sandwich generation provide some type of care to aging parents. It may include financial, emotional, or health-care

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Tips for Building and Protecting Your Retirement Income

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  • Jul 25, 2018
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The creative team for real estate developers came up with the term “the golden years” in 1959 as part of a pitch to sell homes in the nation’s

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When Do You Need to Change Your Life Insurance Policy?

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  • Jul 18, 2018
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When you decide to get life insurance, you’re essentially looking beyond yourself. You understand that life insurance is necessary to protect

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Looking to Retire Closer to Your Grandchildren?

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  • Jun 21, 2018
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As retirement approaches, many couples start thinking about moving. Nearly two-thirds say they plan to move or will move when they retire.[i]

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