Is Your Glass Half Empty or Half Full?
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When is the best time to start collecting Social Security?
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There is value in independence because...
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I believe God has given me a gift to serve other people in this whole financial capacity.
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The difference between the stock market, economy, politics, and your investments simplified
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Tax free distributions from your IRA to a 501c3!
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We have strategies and processes in place ahead of time so we don't have to react to the markets
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Don’t focus on only one aspect of investing; keep in mind the relationship, cost of advice, measurement of risk, and the total costs of the products and
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Asset location is just as important as asset allocation when it comes to non-retirement accounts to potentially minimize the tax drag on those accounts.
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Investing through down markets and volatile markets may potentially work in your favor.
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Call us today to help you shop around and guide you on your Medicare journey.
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Proper stock and bond mix, considering alternative investments, and why I loathe Target Date funds.
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