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The Steep Road to Recovery

If you’ve experienced a drop in your retirement account values of the past 2-3 years, you’re not alone.  Unfortunately, millions of Americans weren’t adequately prepared for the events of 2008, and many saw losses to their retirement accounts in excess […]

A Long, Active Retirement: Are YOU Financially Prepared

One of the most pressing concerns we’re able to help address in the course of our meeting with clients is the pressing and real fear of outliving one’s retirement savings. Many felt they were completely “on track” prior to the […]

The Most Costly Mistake You Should NEVER Make

Quick question: When is the last time your financial professional sat down with you to review your beneficiary designations?  If it’s been ANY longer than 12 months, quite frankly, you should be concerned.  Why?  Because circumstances have a mysterious way […]

The Value of Guaranteed Retirement Income

Whether you’re a Republican, Democrat, or non-affiliated, it’s always interesting when the President of the United States weighs in, endorsing a particular financial product or strategy. Most Presidents, and many politicians in general, steer a country mile clear of such […]