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Take Back Control or Your Financial Future
What does your financial future look like? Is financial security even possible? Can I even retire? Is my whole retirement plan going to change? Will I have to go back…
Read More →Retirement Investment Mix Guidelines
What is a good investment mix for someone in retirement? Investing is like riding the volatility roller coaster. When I was a kid, you loved all the crazy fair rides.…
Read More →SECURE Act (part 3)
SECURE Act (part 3) A SECURE Act provision will make it easier and less expensive for small business owners to set up retirement plans for employees. The new rule will…
Read More →SECURE Act (part 2)
SECURE Act (part 2) Stricter rules for post-death required minimum distributions curtail ‘Stretch IRAs’: The Secure Act requires most non-spouse IRA and retirement plan beneficiaries to drain inherited accounts within…
Read More →Identity Theft (part 2)
Identity Theft (part 2) You might not realize all the ways someone can steal your identity, like Employment and Tax-Related Fraud, Credit Card Fraud, Phone and Utilities Fraud, Bank Fraud,…
Read More →Identity Theft (part 1)
Identity Theft (part 1) This topic has been on our minds for a while, but we had to do something after learning what happened to John. It was… The Most…
Read More →Inspiring Women Recap
Inspiring Women Recap: We had a great time at the Inspiring Women event this fall! We really appreciate spending time with women (and men) who value learning and are taking…
Read More →Creating a Strong Portfolio and Honoring Veterans
Creating a Strong Portfolio and Honoring Veterans: There are four basic investing terms that deal with the tactics of investing; active, passive, strategic, and tactical. Let’s start with passive. In…
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