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Monday, August 30, 2021

Trusts often coincide with estate planning. When planning your own estate, you’re looking out for your hard-earned money, home, and other assets along with determining how to transfer them to the next generation. How your assets...

 

Saturday, July 17, 2021

The countdown is on if you’re planning to retire within the next five years. And, while it can feel like time is standing still—especially when you’re still at work—this time period will move quickly as you busy...

 

Monday, June 21, 2021

One of the top concerns for most pre-retirees is not knowing how long their money will last them in retirement, along with the additional concern of managing unexpected expenses and emergencies. (1) Luckily, you don’t have to...

 

Thursday, May 20, 2021

From a global pandemic and a contentious election season to unprecedented market headlines and international unrest, it’s no surprise we have seen increased market volatility over the last year. And when it feels like our world...

 

Monday, April 19, 2021

As we officially move into the second fiscal quarter of 2021, we can look back on the first quarter to understand the impacts of early-year market performance on the U.S. economy. As vaccination programs currently represent our best...

 

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Tuesday, March 16, 2021

Each new presidential administration comes in with grand plans to change policies, better the nation, and ultimately do what they think is best for the American people. Wherever you fall on the political spectrum, a changeover in...

 

Tuesday, January 26, 2021

What’s Your Risk Number? Risk is different for every person based on their unique situation, stage of life, and personality. In light of where the market sits today (DOW 30,000+ as of 01/19/2021) many of my current and...

 

Tuesday, January 26, 2021

COVID-19 has magnified all our fears and doubts. Our health, our family, and our finances have been tested by the pandemic. Americans’ fears about their financial stability have grown worse. 50% of Americans worry about not being...