Do you cut your own hair? If you’re like most people, you don’t. Why not? Is it because you can’t hold a pair of scissors? Not likely. Or is it
7 Rules Of Investing
Is investing an art or a science? If you want to succeed in investing, does it take a set formula or skill and talent? Either way, investing can seem
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Retirement planning comes with plenty to think about, and it's natural to hope for a “stress-free” existence once you get there. Those
5 Unexpected Threats To Your Retirement Plan
What comes to mind when you imagine something wiping out your retirement savings? A personal tragedy? A natural disaster? Maybe a recession? There’s
Your Financial Crisis Checklist
As you’ve heard it said, the one thing that is predictable in life is that it’s unpredictable. Natural disaster, divorce, or a death in the family,
The Biggest Financial Mistakes I See
As an independent wealth manager, I get all kinds of reactions from everyone who steps into my office. From fear to confusion to stress and sometimes
The Top 4 Regrets In Retirement
When you stop to think about your retirement, what are the things that come to mind? Perhaps some traveling or bucket-list adventures? Or maybe
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As someone with a sizable nest egg and considerable assets, you might think that your Social Security benefits aren’t a critical piece of your
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Chances are, if you’re reading this article, you know more than most when it comes to the basic financial concepts that impact your portfolio.