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Helping You Better Understand Your Financial Needs & Investment Strategies
Give the Gift of Financial Planning This Holiday Season
As we gather with family and friends this week, many of us have spent time picking out the perfect gifts to wrap and lovingly place [...]
5 Year-End Financial Moves for the Holidays
As the year winds down and the holiday season approaches, December brings a natural opportunity to pause, reflect, and realign. For retirees, this season is [...]
Should I Keep My Retirement Account or Use Annuities?
Deciding whether to keep your retirement savings in accounts like IRAs or 401(k)s versus transferring those funds to an annuity is a question many people [...]
Social Security Myths to Watch Out For
If you’ve come across advice like “Social Security is going broke” or “you’re better off just waiting until 70 to claim,” you’re far from alone. [...]
Gratitude, Goals, and the Golden Years: Planning Your Ideal Retirement Lifestyle This Thanksgiving
Thanksgiving is just around the corner! The trees are filled with vibrant leaves, the air is crisp and fresh, and some of us are planning [...]
What to Do with Your Inheritance
As Thanksgiving approaches, many of us take this time to reflect on what we're thankful for. Gratitude for family and good health are usually on [...]
When Should I Plan for Long‑Term Care?
Though no one likes to think about it, as we age, we may not always be able to handle things on our own. When daily [...]
How Do I Know If I Need an Estate Plan?
If you’ve ever thought that estate planning is only for the ultra-rich or that you can wait until later in life, you’re not alone. But [...]
The Role of a High-Yield Savings Account in Retirement
A high-yield savings account has long been a go-to tool for savers looking to earn a little extra interest on cash reserves while keeping funds [...]
