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Financial Focus

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Staying the Course Thumbnail

Staying the Course

Inflation reaches a four-decade high, recession risks continue to increase, the S&P 500 is now in bear market territory, the Consumer Confidence Index hits an all-time low. It’s understandable to get nervous, anxious, and even fearful.

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Making Your Assets Last Longer Thumbnail

Making Your Assets Last Longer

I think we all worry about whether we will have enough to do the things we want to do as we approach retirement age. The “enough” can be money, time, or energy but I’m going to focus on money in this segment.

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Why Should You Consider Long-Term Care? Thumbnail

Why Should You Consider Long-Term Care?

Long-term care (LTC) is a topic that many individuals are either unfamiliar with or often trying to avoid. After all, how many people want to think about aging and losing independence when you are currently healthy, active, and engaged in daily life?

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Setting a Strong Foundation for Financial Success Thumbnail

Setting a Strong Foundation for Financial Success

Last fall, how many of you were preparing to protect your investments because of the war in Ukraine that came this February? Exactly. The point I’m making is that, as humans, we spend a lot of time worrying about things that don’t ever occur and it’s impossible to predict the future.

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Relationships & Portfolios Thumbnail

Relationships & Portfolios

February can be characterized as the month to celebrate our loved ones, whether that’s our significant other, friends, or family. Specifically, February 14th, or Valentine’s Day, is a day when gifts are exchanged, hugs are given, and chocolates are eaten. This is the day when we celebrate the relationships we have built with ourselves and others.

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