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Markets & Marriage
- 01/15/21
How your investment strategy is like a long-term partnership. Your investment strategy is a lot like a marriage. One day you may feel like everything’s going swimmingly. The next day, there might be an argument over who forgot to load the dishwasher. And even the best marriages and partnerships have moments where one or both partners look around and go, “Is this as good as it gets?”
[+] Full Article Building a Healthy Financial Foundation - 01/01/21
You will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean?
[+] Full Article
How your investment strategy is like a long-term partnership. Your investment strategy is a lot like a marriage. One day you may feel like everything’s going swimmingly. The next day, there might be an argument over who forgot to load the dishwasher. And even the best marriages and partnerships have moments where one or both partners look around and go, “Is this as good as it gets?”
[+] Full Article Building a Healthy Financial Foundation - 01/01/21
You will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean?
[+] Full Article
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November 6, 2020 On October 13, 2020, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 1.3% cost-of-living adjustment (COLA) for 2021. Read more »
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November 1, 2020 What you need to know to get ready for the end of the year.
With one year ending and a new one on the cusp of starting, many people will consider their resolutions—not their estate strategy. But the end of the year is a great time to sit down and review your preparations. Read more »
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October 1, 2020 Election 2020 - As the U.S. presidential election draws near, expect to see more and more headlines that propose, "What will happen next and what policy changes to prepare for in the next 4 years?. Read more »
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September 20, 2020 Are you retired or nearing retirement? Our monthly “Retirement In-Sight” newsletter is a quick read with important retirement considerations. The newsletter also includes “did-you-know” information, many times golf or cooking tips and a brain teaser! Read more »
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