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Wealth Isn’t Just Money

Wealth Isn’t Just Money

In previous blogs, I have discussed the ways to plan for a successful retirement. But it’s not just about the money. As we plan for retirement, we need to keep our minds open to possibilities. Things are not always as they seem. If you have millions, you might think...

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Strategies For Preparing Your Children

Strategies For Preparing Your Children

As you plan for your own retirement, there is some financial wisdom you may wish to pass to younger friends and family. Preparing Your Children for Success Nurture your children, absolutely. But it’s also important to get them off the family payroll. One of your...

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Your Legacy

Your Legacy

How will your estate be managed if you become incapacitated or die? It’s critical to identify a trusted person capable of managing your estate. Those decisions are a matter of confidence and capability. Like a financial plan, an estate plan is typically customized and...

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Investing On Your Own

Investing On Your Own

Investing on your own can be interesting, challenging, and humbling. Our approach to investing consists of building diversified portfolio models and using a combination of active and passive mutual funds and ETFs (exchange-traded funds). We have had solid long-term...

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Long Term Care and Umbrella Insurance

Long Term Care and Umbrella Insurance

In my last blog, I talked about the pros and cons of life insurance as an investment to protect your future. Two other types of insurance also should be examined, as well. Long-Term Care Insurance Long-term care insurance is appropriate for many people, but if you...

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Life Insurance

Life Insurance

In my career, I have known widows who were in their 40s when their husbands died. They had a reasonable amount of life insurance, but they could have had more, or they had been sold a small permanent insurance plan. An agent gets a much higher commission by selling...

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Retirement for the Business Owner

Retirement for the Business Owner

Business owners need to think about the day when they will hand over the keys to a new owner and settle into retirement. When a business owner begins to contemplate retirement, the math is much different from that of the typical wage-earning retiree. Business owners...

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The Executive Package

The Executive Package

We serve many high-level executives who lead busy and complicated lives. They receive an array of benefits that, if used properly, offer opportunities to minimize taxes, save more for retirement, and create significant wealth. Often, they accumulate a great deal of...

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Creating a Lifelong Income Plan

Creating a Lifelong Income Plan

In a previous blog, I’ve written about how pensions and social security are becoming less reliable as sources of retirement income. More than ever, personal savings and investments—plays the central role in retirement planning. People are expected to be in charge of...

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Income After Work: Pensions and Social Security

Income After Work: Pensions and Social Security

In years past, people often would stay with the same employer for 30 or 40 years and retire with a pension. Their retirement income was generally guaranteed through the pension plan, even if they had saved and invested very little on their own. Along with their Social...

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