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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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Do You Need Life Insurance in Retirement?

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  • Oct 4, 2018
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October 3, 2018 Why do you get life insurance? It may be because you understand that tragedy can strike in a moment. Or perhaps you may want to

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Special Update: Quarterly Report Weekly Update – October 1, 2018

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  • 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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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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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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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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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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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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