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Our Blog is filled with a variety of topics ranging from rules and regulation changes to personal announcements and fun facts. We enjoy sharing with you, but we also invite you to share with us. If there is a topic you’d like us to address or something you’d like to say, please let us know. We hope to make this something you look forward to reading on a regular basis to stay informed on what’s happening personally, locally, nationally, and around the world.

Our Recent Posts

Celebrating Marta Shen’s Remarkable Career

Q3 Market Commentary: Attachments

Planting Financial Trees: Account Types That Help Build Generational Wealth

Questions?

Our team stands ready to act as a driving force to keep your personal and financial goals moving forward. If you have any questions, we invite you to contact us today.

The Basics of Social Security

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Indicators of Rising Interest Rates and Effects on Your Portfolio

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Harnessing The ‘Power of Now’ To Improve Your Investment Mindset

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Financial Independence Is The New Retirement

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The Gamification of Investing

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Impact Investing and How You Can Make A Difference

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Tax Planning Part II: Planning For Retirement

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Tax Planning Part I: Planning For Retirement

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Don’t Let The Headlines Distract You: Stay The Course

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