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Friday, October 20, 2023

I hope you are in high "spirits" as we approach the spookiest time of the year. As the days creep closer to Halloween, confectioners weave a sweet web in preparation for this enchanting holiday. Did you know that the...

Friday, September 1, 2023

September is College Savings Month. As we approach the back-to-school season, I wanted to discuss an important topic that might be on your mind: the cost of education. Whether you have children or grandchildren preparing for college...

Friday, August 11, 2023

August is Make a Will Month, a time dedicated to strategizing for the future. You may have seen in the news that Aretha Franklin's loved ones are still caught in a legal battle due to the existence of multiple wills. The lesson from...

Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...