If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time.
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Despite the economic and personal havoc caused by the Covid-19 pandemic and the end of an 11-year long bull market, the strong economic end to 2020 has made
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As a new year approaches, it is important to create yourself a year end-check list so you can start the new year stress-free.
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I know it’s a busy time. But it’s not too soon to start thinking about taxes.
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Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing.
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The end of the year is fast approaching. As the calendar days march toward 2021, let’s keep in mind that there are several ideas we should review as you work to
For the nation, 2020 has been one of the most difficult years in memory. We are grappling with Covid and its fallout, economic upheaval, racial tensions
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By planning early for long-term care now, you’ll be more likely to have greater control over significant decisions and remain comfortable as you get older.
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Achieving your financial goals doesn’t just happen by itself. It takes a plan, implementing the plan, adhering to the plan, and when necessary, adjusting the
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Choosing the right financial advisor can be tough. How do you know if it’s the right person to manage your life savings?
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When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. But, the truth is that a
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The basics:
In recent blogs, I have addressed a wide variety of topics I believe you will find of interest. My goal is to help educate you and provide you
