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    Retirement Planning

    Retirement Planning Tips: 9 Things To Do Before You Retire

    Intentionality: The Secret Ingredient in Retirement Planning Tips Retirement is a big deal. It’s a transition that a lot of people don’t think about beyond just making sure they have enough money in the bank.

    Beyond the Million-Dollar Mark: Defining Your Retirement Goals

    A number is not a retirement goal; what’s your goal, really?

    Are You Being Burned By Variable Annuities?

    A few years back, I met a prospective client — let's call him Peter. He came to me through a...

    The Real Risk of Target Date Funds and How to Take Control of Your Financial Future

    Just the other day, a friend called to tell me about a conversation she overheard.

    A Financial Planner's Investment Advice to His Parents

    Many of us financial advisors remember what drove us to enter our line of work. Some of us are very...

    The 2 Biggest Reasons To Question Traditional Investing Strategies

    Thanks to technology, many people are able now to work from anywhere in the world at any time. They...

    The Effects of Inflation

    Have you ever been in a conversation with someone, and they say something that strikes you as...

    Shifting Your Financial Focus on Investment with Dividends

    Successful long-term investors get a couple of things right. One of the things they get right is...

    What To Do In A Bear Market As You’re Approaching Retirement

    All the talk in the news about whatever the headline is today, provides plenty of fodder for people...

    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...
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