Financial House

Designing & Building Your Financial House When we’re young, we start building a financial house that will hopefully serve us well into our 80s and 90s. But how can you…

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Loss of Spouse

Dealing with the Financial Impact After Losing a Spouse It’s difficult to think about, but an important part of your financial plan includes preparing for what happens if you lose…

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One Page Financial Plan

The One-Page Financial Plan If you’ve met with a financial advisor, you know that many factors go into creating a comprehensive financial plan. You’ve probably also gotten a written plan…

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Don’t Go From Good To Bad

Are you taking too much risk with your retirement money? Many people come to us with questions about investment planning. One question we frequently hear: Is it possible to earn…

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Roth Ira

Should You Consider a Roth Conversion? It seems like every week, we meet with a retiree who paid too much in taxes in the previous tax year. Why did this…

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Bonds

Using Bonds in Your Retirement Plan Bonds have historically been used in investment planning to generate income and bring a level of safety to your retirement plan. But what percentage…

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