Read Up on Your Retirement Resources

We strive to keep you informed on all financial information that may impact your retirement. Check back often to learn the latest.

While the Headlines Gently Weep

With apologies to George Harrison and the Beatles, we know the headlines are nowhere near gently anything. As you may know, the market has gone into correction territory –meaning a drop of more than 10% below the most recent peak. (For the Dow, this “recent peak” was near 37,000 back in early January.) Whenever this…

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What Happens if You Missed the 10 Best Days of the Market?

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Market Volatility

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Did 2021 Change Your 2022 Financial Goals?

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End of the World?

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Intentions 2022

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Things Most Advisors Don’t Tell You #6

Things Most Advisors Don’t Tell You #6:The Importance of Gratitude When it comes to achieving success in life, our actions are not the only thing that matters.  Equally important is our attitude.  Everyone knows how powerful a “can-do” attitude can be.  And we’re all familiar with how far a “never quit” attitude will take us. …

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American Family Plan

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Tax Planning for 2021 Year End

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Refinancing 2021

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Things Most Advisors Don’t Tell You #5

Things Most Advisors Don’t Tell You #5:The importance of asking questions You’re driving on one of those remote, dusty highways where it seems like there are more buzzards than other cars.  It’s been hours since the last town of any size, which is concerning because according to your carefully laid plans, you should have reached…

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Investing in the Fast Lane

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