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Past Commentary & Articles

Videos
April 11, 2024
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In today’s fast-paced world, achieving financial stability and security has never been more crucial, yet it often takes a back seat. Whether you’re nearing retirement or a few years away, watch this recorded webinar to learn more about strategies to enhance your financial fitness.

Article
April 11, 2024
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Leaving old retirement accounts behind is a surprisingly common practice, with billions of dollars sitting dormant across the U.S. While this may seem like a win for organizations saving on service fees, the reality is more complex. Neglected accounts create burdens for both employers and employees.

Article
April 5, 2024
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Planning for retirement is more than just crunching numbers and chasing a dollar figure. It’s about entering your next chapter with the right frame of mind. A hidden obstacle may be a scarcity mindset. Let’s explore how this mindset can derail your retirement dreams and what you can do to overcome it.

Videos
March 28, 2024
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After years of focusing on saving as much as possible, in retirement you’ll need to switch gears and figure out a way to replace your paycheck with your savings. Cracking into your nest egg in a tax- and risk-efficient manner while reinvesting enough to support the rest of your life can be a complex and challenging topic.

Article
March 27, 2024
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While your chances of winning the lottery are slim, you may inherit a significant amount of money (or an asset or investment) during your lifetime. Before dreaming of a new sports car, consider these strategies to help manage your windfall.

Article
March 26, 2024
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Traditionally, homeownership meant a spouse, kids, and a picket fence. But times are changing. Facing high costs associated with home ownership, young adults are exploring new options. One idea is gaining steam: buying a house with a friend.

Article
March 22, 2024
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A significant wealth transfer is on the horizon, with trillions of dollars poised to pass to the next generation. But inheriting money comes with a crucial decision: should you stick with your parents’ financial advisor? Here are key questions to ask yourself as you navigate this financial crossroads.