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    Estate Planning: 6 Ways To Financially Prepare Before You Die

    If I knew today was my last day, what would my legacy be? This isn’t a comfortable question, but it’s an important one. Answering it begins with a conversation — an open, honest moment with yourself and your loved ones. Many people don’t want to even think about creating an estate planning strategy because death has traditionally been seen as the end, so what would be the point? The point is to have a positive impact and not leave your loved ones in disarray after you’re gone.

    Smart Investment Strategies for a Bear Market

    How do you prepare for a bear market? You don’t. Preparing for a bear market would mean you know...

    Investment Advice During Market Uncertainty: What Should I Do?

    Recently, our family got bikes. From that day forward — whether it was to the gym in the morning or...

    Alternatives to 529 Plans You Need To Consider

    One of the keys to effective college savings is to set aside money early in your children’s lives,...

    Why Emotional Investing Is Your Biggest Pitfall

    These days I’m hearing a lot of questions – from clients, friends and family, and in the media,...

    Don't Buy Bonds Without Understanding the Risks

    When people meet us for the first time, one of the things that they are most surprised to learn is...

    The Link Between Financial Wellness and Your Physical Health

    People who know Beck Bode know that fitness and nutrition are important to us. Health and wellness...

    How to Manage Sequence of Returns Risk in Retirement

    How do you approach addressing a scenario to which there is no definitive answer? Our business is...

    Investing During Inflation: A Client Success Story

    Many investors are uncomfortable with the idea of losing money, which often causes them to delay...

    Stock Market Volatility: Investor Tips for Staying the Course

    If you’ve got any money in the markets, you’ve probably had your eyes glued to the Dow Jones,...
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