Have you been considering a big purchase but you’re concerned you can’t afford it since you’re retired? Is making a large purchase in retirement a smart idea
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Asset accumulators have a long runway until retirement. Starting the financial planning process early builds a solid financial foundation to ensure success in
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In this A/B Conversations episode, we discuss asset protection strategies. People want security in life by having safety nets in place when life happens and the
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Open enrollment comes once a year and is a great time for you to review your work benefits and update them to better fit your current financial life. Life
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Medicare is a big decision and there are many key factors that people should consider before making that decision. We suggest not making the decision on your
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In this podcast episode, we talk about what net worth is, what makes up net worth, and what it actually means. We also discuss why not all net worths are
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Did you know that only about 30% of people have a will? While some may think it’s not necessary to obtain estate documents or to update the ones they have, it’s
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In this podcast, we clarify our fees and how we get paid. We believe everyone should be paying for advice through a financial planning process. We explain our
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There’s really one main question that comes to us, but it comes in many forms. We will hear “did I save enough?” or “I’m worried about healthcare expenses” or
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If you're wondering if you're on track with your retirement goals, or if you can retire when you want to, or you have enough saved - then this episode is for
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Many people consider investing in real estate to diversify their portfolio, but is real estate a good investment? There are many factors to consider. Listen
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Wills, Power of Attorneys, and Healthcare Directives, Oh My! But honestly, what does all this mean? It’s critical to know what estate documents you should have
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