2021 . . . What if?

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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Don’t Skip Your Fall Financial Check-Up
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Don’t Skip Your Fall Financial Check-Up

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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Be Frugal . . . But Never Cheap!

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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Time to do the Math

Jen and I have been extremely busy over the past few weeks talking “virtually” with clients to review their financial systems and to discuss how each of them has been…

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The Rivalry of the Bulls vs the Bears

Like most weekends, the first weekend of 2020 was the same for the Cutter home. After church, Maeve drove Phoebe and Sophie over to “Coffee ‘O” on Main Street to…

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