When to Get a Second Opinion

As you approach retirement, there are some red flags to watch out for from your financial advisor. That means it may be time to get a second opinion! Take the Checklist Challenge HERE to see if it’s time to get a second opinion! Your advisor should be talking about more than just investments. If you…

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All the Above

The planning and investing you do while preparing for retirement will change when you finally arrive at that point of retirement.  What should you be looking for from your retirement plan as you approach taking that step?  Many advisors start with or only look at investments. They are essential to grow your money, and they…

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August 2021 Recap

Written By: Dan Moylan, Chief Investment Officer The summer has really flown by for me this year.  We experienced some hiccups regarding COVID, due to the Delta variant, but the economy is continuing to generate momentum and continued its impressive recovery in August.  Equities are still the place to be invested, with the interest rates…

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