What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. Our weekly blog will keep you current on everything you need to know to pursue your financial objectives. And once in a while, we may throw in a movie review or some other surprise!
Monday, March 23, 2020
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy: Yes, the biggest mistake is having no strategy at...
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Friday, February 21, 2020
ORCHESTRATING YOUR RETIREMENT ACCOUNTS An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the composer. The same...
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Wednesday, February 19, 2020
IMPORTANT BIRTHDAYS OVER 50 Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last. When you are...
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Friday, January 17, 2020
The current generation of military service members have pensions worth millions. New retirees are faced with an unfamiliar patchwork of programs and products, which can lead to many missed opportunities in their post-military years....
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Monday, November 18, 2019
CATCH-UP CONTRIBUTIONS A recent survey found that 23% of people were very confident about having enough money to live comfortably through their retirement years. At the same time, 33% were not confident.1 Congress in 2001 passed a law...
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