Planning a Rewarding Retirement, Part 1

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This is the first in a series of articles on preparing for retirement.  The next few will deal with what retirement looks like – what I will do as I enter another stage of my life, Social Security planning, cash flow expectations, investments, planning for health care, eventual downsizing and/or re-locating, and other topics I… Read more »






What if…

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Investors with any experience at all can recite the long-term results: U.S. stock market has averaged about 9-10% total returns over the last 30 years  6% the last 15 years Bond market has averaged about 5%. In truth, the average stock market investor has gained only about 3.5%, on average over the last 15 years,… Read more »






Your Financial Future: More Than Being Debt-Free

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I was raised in a working, lower-middle class home raised by my aunt and uncle.  My uncle retired as a painter from the Defense Construction Supply Center (DCSC) and my aunt was a stay-at-home domestic goddess. As a youngster growing up, I wasn’t aware that we didn’t have much.  That notion was lost on me… Read more »






A Conversation for Adults

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Recently, we held a wonderful client education event with the topic centered around rightsizing your living arrangements. It’s a topic no one really wants to talk about, but our experience tells us this is a topic that must be addressed. Can I stay in my home? When will I know it is time to leave… Read more »






When Doves Cry

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In 1984, Prince hit the top of the Billboard Charts with his single “When Doves Cry.” Well, if those doves were intended to be beneficiaries of his estimated $300,000,000 estate then they are surely crying now.  Court documents have been filed stating Prince’s sister does “not know of the existence of a will.”  Whether your… Read more »