Recent Blogs

The Pandemic Parent’s Crisis

September 18, 2020

The pandemic is forcing parents to reassess career and life goals as they attempt to navigate a new normal for remote learning for their kids.

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Don’t Skip Your Fall Financial Check-Up

September 11, 2020

Especially given the havoc that COVID-19 is having on our economy, now is the right time to review your financial system.

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Social Security Administration

Social Security’s Future

September 4, 2020

Social Security’s reserves are dwindling and may force changes to funding and benefits. Adapt your retirement plan accordingly.

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The Decreasing Value of Social Security Benefits

August 28, 2020

Social Security uses flawed cost of living calculations that can leave you short in retirement if you don’t plan appropriately.

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Student Loan Debt

The College Student Loan Debt Crisis

August 21, 2020

With the pandemic economy wreaking havoc on higher education, it’s time to take another hard look at the growing student loan debt crisis.

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presidential podium

How The 2020 Elections Could Impact You

August 14, 2020

With a 2025 deadline and shifting political landscape, it may be appropriate for some investors to convert traditional IRAs to Roth IRAs.

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Difficult Times Practical Lessons

Difficult Times . . . Practical Lessons

August 7, 2020

The pandemic has had a significant negative impact on income, and as a result, how we save and invest. A strategy that factors downside risk can help.

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Be Frugal . . . But Never Cheap!

July 24, 2020

Discount online brokerages and easy to use apps don’t replace the value presented by a trusted financial advisor – someone to look out for your needs.

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optimistic pessimistic or realistic

Optimistic or Pessimistic? How About Realistic

July 17, 2020

When it comes to your financial system, managing risk realistically can be the difference between success and failure.

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