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A Universe of Two: Fundamental

A Universe of Two: Fundamental

Unless you come from a business or finance background, investments can sometimes be confusing. Trust me. There are times even I get confounded by market fluctuations. The key is knowing how to react and keep things in perspective. Understanding some basic, fundamental...
Plan Retirement like a Vacation

Plan Retirement like a Vacation

For most of our lives, retirement is this thing that always lives in tomorrow. That can make it difficult to think about and plan for our future in immediate and actionable ways. Even if you have a plan in place, sticking to it closely or feeling an urgency to get...
Downsizing Your Lifestyle: Upsize Your Bottom Line

Downsizing Your Lifestyle: Upsize Your Bottom Line

As you approach retirement, the challenges of maintaining a full-sized home that was once populated by your kids can begin to feel burdensome. With life expectancy climbing ever-higher, more and more Americans are retiring with almost half of their life ahead of them....
Beware of Inflation

Beware of Inflation

You feel like you’re on solid ground. You’ve done the work and feel prepared for each phase of your retirement – go-go, slow-go, and no-go. Your investments are balanced, your 401(k) has seen regular contributions for the majority of your career. Retirement is just a...
The Importance of a Fiduciary

The Importance of a Fiduciary

You’ve taken great care, been disciplined in your spending and saving, and worked hard to get where you are today. Now, it’s time to start considering a financial planner – someone who can help you direct and optimize your wealth for the long term. As you begin...