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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...
Building the Ideal Financial Planner

Building the Ideal Financial Planner

We spend a lot of our life in pursuit of perfection. We know that practically speaking, perfection is unattainable, but keeping our dreams in mind is a crucial guide. Whether thinking about our health, family, home, job, vacation, or car – we know what our ideal is...
Unexpected Challenges of Retirement

Unexpected Challenges of Retirement

You’ve made it. Years of implementing your personal financial plan  and preparing for your retirement has finally paid off. You’ve retired according to plan, and maybe even a little early. The hard part is over, right? Well, yes, for now. The whole truth is, that...
Children’s Education Accounts – 529 plans

Children’s Education Accounts – 529 plans

Let’s take a look at a financial topic on the minds of many Americans, especially those with children or grandchildren – how to save for education costs. You see, there are two facts about a college education that most parents and grandparents understand only...
Importance of Developing A Personal Financial Plan

Importance of Developing A Personal Financial Plan

You know, it is interesting, surveys show that a majority of Americans feel that having a personal financial plan is very important. Yet, the reality is that many Americans spend more time planning their next vacation than they do planning their personal financial...