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August 2018 Monthly Insight: Don’t Fear the Yield Curve

Posted by on Monday, August 6th, 2018 in Investing, Market and Economic Updates, Monthly Insights | 0 comments

“A flat yield curve, or even an inverted one, should not be on top of our worry list under today’s accommodative monetary conditions,” –Burton Malkiel, Princeton professor of economics and author of “A Random Walk Down Wall Street”, July 31, 2018 Recently you have probably heard or watched business television network entertainers, such as those on CNBC or Bloomberg Television, pontificate about a flattening yield curve and how that means we must be heading toward a recession and deep corrections in the market.  And,...

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Get Ready for 7 Serious Life Transitions Ahead

Posted by on Monday, July 30th, 2018 in Estate Planning, Investing, Personal Finance, Retirement, Wealth Management | 0 comments

Most baby boomers will face seven key events in their last stage of life that will color their finances and investments. Prepare for these events by thinking about them now. Click the thumbnail below to read the full...

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Retirement Income: Which Accounts to Tap First

Posted by on Monday, July 16th, 2018 in Investing, Retirement, Wealth Advisors, Wealth Management | 0 comments

Many people assume that when retirement rolls around, they should draw cash from their taxable accounts first. Generally, this is a good idea; but not always. Click the thumbnail below to read the full...

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July 2018 Monthly Insight: 5 Steps to Reducing Health Care Costs in Retirement

Posted by on Thursday, July 5th, 2018 in Company News, Monthly Insights, Personal Finance, Retirement, Wealth Management | 0 comments

“Most Americans understand that annual health care costs have been growing faster than inflation for some time.” – Planning for Health Care Costs in Retirement, Vanguard Research, June 2018 5 Steps to Reducing Health Care Costs in Retirement Health care costs will be the biggest expense for most retirees. It’s not a pleasant prospect, but it is a reality. That’s why planning for health care costs is one of the most important parts of a sustainable retirement income plan. In retirement income planning we try to make prudent,...

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No-Regrets Lessons From a Man at Death’s Door

Posted by on Monday, June 18th, 2018 in Personal Finance, Retirement | 0 comments

What would happen if your earliest childhood dreams actually powered your life and business plans? What if you integrated fun into your weekly, monthly, and life goals? If you’re spending time on things that don’t matter, here’s a chance to rethink your plan. Click the thumbnail below to download the full...

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