Will I Outlive My Retirement Money if I Retire at the Stock Market Peak?

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If retiring early is a goal you hope to achieve, you are not alone. The FIRE (financial independence/retire early) movement is growing at a rapid pace; and why not with markets hitting all-time highs? However, have you really examined whether retiring at or near the peak of a bull market is the wisest decision? What will it mean for your portfolio if the market crashes? Maybe not as much as you would think with some expert planning. Read more

Five Essential Money Moves for First Time Parents

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One of the most joyful life-changing games and events for a couple’s financial plan is the birth of their very first child. However, you will learn quickly that “kids ain’t cheap!” In this article, we will give you my suggestions for great money moves for first-time parents like yourselves. Read more

Why Timing the Market is a Terrible Idea

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Recently, one particular client was looking for someone to help them reach their goals before retirement. With a seven-figure portfolio, he has done quite well for himself. But he was now interviewing for help from a few brokers in town, and us. They decided to go with another firm. Read more

When Should I Start Drawing Social Security?

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You may be eligible to start drawing Social Security as soon as you turn 62, but this doesn’t mean you necessarily should. By waiting a few years, you will get a higher monthly payment and potentially more total income. So how do you decide? Read more

You Are Not a Financial Stereotype - Are You Treated Like One?

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Who do you suppose you are to your financial advisor? Chances are you are less a person than a “type”. Read more