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Tuesday, August 20, 2019

Our Wealth Management Firm specializes in Retirement Transitions; the first 5 years before a looming Client Retirement and the 5 years following. We tend to notice that the clients that come to us find this retirement process very...

 

Tuesday, April 16, 2019

“Risk tolerance is about a heck of a lot more now than just ‘does your investment not grossly violate your time horizon and your willingness to take risk”- Michael Kitces https://www.kitces...

 

Friday, November 16, 2018

It has been said that if a Financial Advisor had a crystal ball, it could be used to map a foolproof retirement plan for all clients. In absence of that crystal ball, we are relegated to using words like Monte Carlo analysis and citing...

 

Friday, September 14, 2018

When it comes to Social Security and Medicare the majority of people that attend our workshops tend to think that most financial advisors are subject matter experts. In the years that I have been working with financial advisors I can...

 

Wednesday, August 1, 2018

Whether you’re going on vacation, getting married, sending your kids to college, building a new home, or moving to the Caribbean islands, you need a plan. Few people have a financial plan, and that’s why many people...

 

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Monday, June 11, 2018

Failing to Have an Estate Plan Having an estate plan can be as simple as having a will. This is incredibly important, but people procrastinate about it more than just about any other step. Why? Because no one wants to talk about the...