Long-Term Care
“I believe the second half of one’s life is meant to be better than the first half. The first half is finding out how you do it. And the...
ARTICLES & CONTENT
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- Apr 1, 2020
- 4 min
The Cares Act Update
In response to the Coronavirus Pandemic and in an attempt to preserve the economy, two relief packages were recently signed into law.
67 views
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- Mar 21, 2020
- 3 min
Market Moves- March 2020
What We Are Seeing: Volatility and a bearish trend are the common themes in the stock market. Until we see evidence that the virus is...
42 views
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- Dec 11, 2019
- 4 min
A Divorce Financial To-Do List
Creating a “to-do” list can offer a sense of control, reduce stress, and add structure--vital components to navigating divorce effectively.
59 views
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- Oct 22, 2019
- 3 min
Gray Divorce
It is increasingly common for couples to divorce after their children leave the home. This "gray divorce" has unique financial implications.
68 views
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- Oct 2, 2019
- 3 min
The ABC's of Long Term Care
By obtaining long-term protection, you are giving yourself peace of mind and security.
89 views
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- Apr 6, 2018
- 5 min
Volatility is here!
While you should have recently received our monthly market commentary along with your quarterly billing, recent events prompted us to put...
40 views
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- Mar 13, 2018
- 3 min
Managing Student Loan Debt Through Consolidation
Last year, the average amount of student loan debt was a little over $35,000. Most graduates are carrying multiple student loans from ...
20 views
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- Feb 14, 2018
- 2 min
Love & Money- " You had me at Woof!"
February is the month of hearts, roses, chocolates, (and bones), so it is an appropriate time to address money and relationships. It is a...
32 views
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- Feb 1, 2018
- 4 min
Dudley's Paw Prints
Retirement Can Be Ruff “It is not how much that you have saved, but how much that you will spend.” I hope that everyone had a wonderful...
30 views
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- Jan 23, 2018
- 3 min
Paws and Effect – The annual cost of pet ownership and how to reduce costs
There is a good reason that an estimated 74 to 96 million cats and 70 to 80 million dogs live in the U.S. With wagging tails, slobbery...
28 views
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- Jan 5, 2018
- 2 min
How to Hit Your Savings Goals
Establishing goals is one of the principal starting points of any financial plan. It may seem like the idea of goal setting is reserved ...
19 views
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- Nov 7, 2017
- 1 min
Don't Like Where You Are Financially? Change Your Behavior
*This content is developed from sources believed to be providing accurate information. The information provided is not written or ...
44 views
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- Mar 16, 2017
- 4 min
Habits of a Savvy Saving Family
Having children is expensive! From diapers to food, braces to sports activities, the costs can add up quickly. In the U.S., to raise a...
40 views