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What Does Retirement Mean To You?

What do you think of when you hear the word retirement? Spending your days on a golf course? Doting on your grandchildren? Traveling to your heart’s content? Doing absolutely nothing for the first time in your adult life? For many, retirement conjures up images of

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See A Sample Financial Plan

With a world of information at our fingertips, we can find reviews, history, product specifications, and a plethora of other details about anything we are thinking of buying. In other words, before making a major purchase, we can arm ourselves with information to make the

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The Top 4 Regrets In Retirement

What usually comes to mind when you think about how you will spend your retirement? Perhaps some traveling or bucket-list experiences? Or maybe enjoying extra time at home with family? Most of the time, we look ahead with excitement, relishing the thought of slowing down

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We’re Never Too Busy To Help Someone You Care About

Many people say that the most important things in their life are family, happiness, health, or a sense of purpose. While money may not top that list, it affects every part of your life and can give you the security and stability that positively impacts

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What Is A Fiduciary And Why Is It Important?

When it comes to achieving your financial goals, you deserve to receive the advice and recommendations that will ultimately be in your sole best interest. What that means is that the advice you receive should, first and foremost, help you achieve your financial goals…above anything

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What Should You Do During A Stock Market Decline?

The markets took a big dip early this week, reacting to fears of potential trade wars and an economic slowdown. After the Dow lost nearly 800 points, investors are understandably nervous. If you are worried about your retirement accounts, you’re not alone. But during stock

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What We Do And How We Can Help

Financial planning is like planting a tree. You plant your time, resources, and energy, allowing your investment to grow deep roots. You don’t dig it up every few months to check on its progress, but, instead, you let your fledgling tree face the forces of

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Why I Became A Financial Advisor

Sometimes the things you enjoy and the things you have a knack for merge together and you find yourself with the opportunity to make a career out of your passions and skills. That’s my story of how I became a financial advisor.  When I was

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How, What, & When: Downsizing Made Simple for Seniors

Moving house as a senior presents unique challenges. But it’s not impossible to downsize, declutter, and successfully move into a smaller home with less stuff. Here’s how, what, and when to downsize to make moving as smooth as possible. When to List Your Property for

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