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Monday, March 30, 2020

What happened? Who and where was care provided? What was the impact financially, emotionally, and physically? 1) People are living a longer life because of advances in medicine and technology. We are living through strokes, cancer,...

 

Monday, March 23, 2020

So much of the news about personal financial identity is so negative and for good reason. Many are trying to take yours. But let me share what might be some good news. I got a phone call from a family member who had received a notice...

 

Monday, March 16, 2020

Planning makes a difference. Do you want to have fun in retirement? Planning can make the difference and it doesn't have to be difficult. Working with a financial professional that understands your retirement goals can help you create...

 

Wednesday, March 11, 2020

No one knows with any real certainty how much, or for how long, the Coronavirus will impact the US economy. What we do know is that it will have an impact. And, after data releases of recent weeks, we also know that the US economy was...

 

Monday, March 9, 2020

I have been helping clients (specifically Chiropractors) create their personal financial plans for over 20 years now. In fact, I'm the 3rd Generation planner in my family. My grandfather started in 1949 and I'm blessed to be able to...

 

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Monday, March 2, 2020

1. WATCHING FROM THE SIDELINES MAY COST YOU When markets become volatile, a lot of people try to guess when stocks will bottom out.In the meantime, they often park their investments in cash. But just as many investors are slow to...

 

Thursday, February 27, 2020

Unless you’ve had your head buried in the sand, you are likely well aware that the hysteria forming around coronavirus is now starting to impact the global markets. This week, we’ve seen significant market losses based upon...

 

Sunday, February 23, 2020

Here are some of the most common mistakes people make when creating their Long-Term Care Plan: 1. Purchasing a traditional Long-Term Care Plan instead of a modern plan (commonly called asset based, hybrid, or linked benefit plans)...