2019 Plan Comparison

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June 30, 2020

A Letter To Our Clients June 30, 2020  Dear Valued Investor: The July Fourth holiday will be very different this year. Although it’s a time to enjoy family [...]

Proper Financial Planning: Critical for Women

Proper Financial Planning: Critical for Women A key goal of investing for retirement is making sure you save enough to make your money last throughout your lifetime. On [...]

June 4, 2020

A Letter To Our Clients June 4, 2020 Dear Valued Investor: As we look ahead to the summer months, we can’t help but think what a challenging year [...]

May 21, 2020

A Letter To Our Clients May 21, 2020 Dear Valued Investor: “Never confuse a single defeat with a final defeat.” — F. Scott Fitzgerald The economic struggles in [...]

Estimating Your Social Security Benefits

Estimating Your Social Security Benefits The Social Security Administration (SSA) now has an online option (called my Social Security) for receiving annual benefit statements -- however, if you [...]

A Plan to Reduce Credit Card Debt

A Plan to Reduce Credit Card Debt If you are contributing to a staggering sum of outstanding credit card debt in America, you need to start digging your [...]

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