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September 5, 2021

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An old man is somebody that runs out of money. An elderly gentlemen is a man that doesn't. Which do you want to be?. . .
August 25, 2021

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What matters most? Every day I speak with clients, one of the hardest things I must convince them of is that it’s no longer about chasing the highest interest rates.. . .

August 20, 2021

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“Compound interest is the secret sauce of strategic wealth-building strategies. The sooner you start taking advantage of the magic of compounding, the more money you’ll have at retirement time.”-  Scott. . .

August 16, 2021

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Social Security is a great program, but knowing when and how to claim your benefits can determine how much you collect. Here are seven potential problems you need to consider. . .

August 15, 2021

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Most people know the amount of money in their retirement plan and as they near retirement the focus on those funds becomes more and more important. Don’t forget the very. . .
August 14, 2021

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How Medicare Supplemental And Long Term Care Planning Can Make All The Difference In Your Life When people enter their Golden Years, many transitions from an employer-sponsored health plan to. . .

We can all agree that the stock market has been extremely volatile since the COVID-19 pandemic. But what has the market done, and what was the average return from the. . .

August 10, 2021

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Beware of bond tents that are disguised to act like an annuity It never ceases to amaze me to what lengths Wall Street will go to with their products to. . .

August 9, 2021

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Using a self-directed IRA to purchase real estate is a little known trick which is vastly unused by the ordinary investor, if only because few ordinary investors would consider themselves. . .
August 7, 2021

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Questions Regarding Probate Who is in charge of the probate process? The will names a personal representative who is responsible for overseeing the probate of an estate. A personal representative. . .

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