With the brand-new horizon of 2020, no doubt you’ve thought of goals, resolutions and intentions for the year. It’s a… Read More
Some Brief Thoughts On Iran (And Wars In General)
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Given the Middle Eastern events of the past few days and global tensions rising, we felt it would be useful… Read More
Understanding How The SECURE Act Is Impacting Retirement
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It’s official. Retirement reform has made its way through Capitol Hill. The Setting Every Community Up for Retirement Enhancement Act… Read More
5 Money Secrets For 2020
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Here we are at a new year — a new decade, with a nice round number, 2020, which I love.… Read More
What’s Next For Investors? 5 Trends to Shape Markets in 2020
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As we round the corner into this new year, let’s raise a final glass to 2019. For investors, this year… Read More
Want To Pay Off Your Mortgage Faster? Here’s What To Consider
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Particularly during December, we’re reminded it’s a wonderful life. This time is one when we spend less time at work… Read More
Don’t Drift Through Your Financial Life — Make A Plan
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Year-end is my time for reflection and renewal. Business owners use it to set goals and develop a plan with… Read More
How to Keep Heirs from Running Through Their Inheritance
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Wouldn’t it be great if all of our families lived in complete harmony, without discord, like something straight out of… Read More
Walking 15 Minutes a Day Could Help Boost the Economy
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Everyone knows that exercise is good for the body and mind. But it can seem hard to make being active… Read More
Will You Retire Happy? The Relationship Between Money and Happiness
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Do money and happiness go hand in hand? It’s an age-old question, but I think I may have come across… Read More
3 Strategies to Make the Most of Your Required Minimum Distributions (RMDs)
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Required minimum distributions (RMDs) are typically not something that investors particularly love. That’s because the reality is RMDs should be… Read More
Strategic Tax Planning For A Diversified Retirement Portfolio
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“Two things are unavoidable in this world; death and taxes,” said Benjamin Franklin. America’s famous actor Will Rogers took the… Read More
