Recent Blogs

Successful advisors need successful investors

Successful Advisors Need Successful Clients

February 25, 2021

People who retire early have some things in common, such as a sensible approach to spending and investing that puts long-term needs before short-term gains.

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GameStop storefront

GameStop and Reddit – What Just Happened?

February 18, 2021

A recent run on GameStop stock highlights how social media can create even more potential volatility for individual investors.

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Navigating the Inherited IRA

Navigating the Inherited IRA

February 11, 2021

Inheriting an IRA from a spouse or other family member can present tax challenges.

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French Bulldog with ball

Happiness In Retirement

February 4, 2021

A fixed-index annuity can help retirees create measurable and predictable income in retirement, like the pensions our parents had.

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Woman receiving vaccination

The Financial Impact of the Pandemic for Women

January 28, 2021

Women face unique challenges during these uncertain times, especially when making sure their retirement needs are addressed.

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The Grey Divorce

The “Grey Divorce”

January 21, 2021

A “grey divorce” – one that happens later in life – can be hugely disruptive. Work with a financial planner to shrink that “degree of losing.”

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Puzzle pieces

Shifting Financial Attitudes

January 14, 2021

An outdated approach to investing may expose you to greater risk. Learn how downside risk mitigation modeling may help.

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2021 . . . What if?

January 7, 2021

No one could have foreseen what was to come this time last year. Make sure your retirement system is resilient where it needs to be to help ride out future uncertainty.

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presidential podium

Biden’s Tax Plan for the Wealthy

December 31, 2020

President-elect Joe Biden’s plan to tax the wealthy may have unintended consequences for all Americans, including you.

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Retirement Runway

Approaching the Retirement Runway . . . What’s Your Risk Budget and Your Process?

December 24, 2020

Just like a pilot landing a plane, you face challenges as you approach your retirement runway.

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