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Financial Hide and Seek: Finding the Stealth Taxes that Congress Missed
Good afternoon! The financial sector greeted 2013 with a collective sigh after spending a nail-biting few weeks unsure of how the potential Fiscal Cliff would affect us all in the new year. I received...
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Planning for Your Future NOW
As another year gets off to a fast start, I have many clients and friends alike who have become nostalgic for the past and tend to reminisce about where the time has gone. Their once full houses are...
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Retirement Rumors
I’ve recently been privy to conversations with friends and colleagues over the ramifications of having revealed the heartbreaking truth about Santa Claus to their children or grandchildren over the...
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Dream Big for Retirement
Last week I discussed how misinformation keeps many retirees from getting the most out of retirement. This week, I want you to stop thinking negative thoughts about your future and start designing the...
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Don’t Let Medical Costs Destroy Your Retirement
Today I wanted to tackle a topic that is often a question and concern for many of my clients, “how can I continue to pay for all of my expenses once I retire?” The answer is less complex than you...
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Do you have all the pieces to retire?
The conversation about retirement brings a lot of different topics for discussion; it also brings about the controversy over many myths surrounding retirement planning. It is not uncommon for me as a...
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Getting Ready is the Secret to Success
Henry Ford once said, “Before everything else, getting ready is the secret to success.” This is something that is most definitely relevant in the finance world today. As a Retirement Income...
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Low savings? No problem, retirement is still possible!
Will I ever have enough to retire? Will I outlive my savings? How can I catch up if I haven’t been saving? As a Financial Advisor, these are questions I often hear when meeting with new clients, and it...
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Plan For Tax Season and Avoid The Mess
Tax season is upon us and I can already see the stress that is overcoming many of my clients. With only a month left to get your taxes taken care of, I continue to hear all sorts of questions. Will I...
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Diversify Your Retirement Plan and Achieve Success
How do you define someone as having a successful life? Better yet, how does one achieve a life of success? It’s a loaded question, I know. However, with so many possible answers, there is a single...
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