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10 Things You Must Know About Medicare

Great article about one of our most important benefits for the American people. Take a few minutes and brush up on your knowledge your future depends on it.    

Is Your Retirement Income Recession-Proof?

Income in retirement can be a very perilous journey. All too often I see prospects solely rely on market returns to dictate the amount of income they allow themselves to enjoy above Social Security. Ths article points out the primary peril: the sequence of market returns. If the first couple of years of retirement are […]

Eleven Smart Ways to Make Your Money Last in Retirement

I always tell my new clients when we start gathering information for their Functional Financial Plan that if they can provide me their date of death and the sequence of returns, I can create the perfect plan. Obviously, we are not privileged to either of these, so we plan using projections and Monte Carlo simulations. […]

12 Strategies to Generate Income in Retirement

With the many ways to generate income in retirement, the best solution for you is the strategy that has been personally tailored by you and your financial team and resulting in a comprehensive Functional Financial Plan.  We have the tools, resources and 35 years of experience to help you reach your goals. We would love […]

How to Prepare Your Finances for Impacts of the Coronavirus (COVID-19)

In order to stop the spread of the Coronavirus (COVID-19), countless schools and businesses have closed, and most major events have been canceled. While this is an essential step to stopping the spread of a deadly disease, it also comes with financial implications. Many people have lost or will lose income due to illness, their […]

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