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Your personal journey – your defining experiences, perspectives on money issues, and your particular situation in life – is uniquely yours, and a cookie-cutter plan won't work for you. We begin by understanding your past, present, and future to advise on the best strategies to plan. Our team makes you aware of the specific financial implications of every aspect of your life, allowing you to gain and keep peace of mind so you can get back to doing the things you love.
Our retirement and lifestyle planning process includes:
- Analyzing your habits as it relates to your cash flow.
- Understanding the money you owe, the money you grow, the money used to live, and the money you plan to give.
- Identifying life transitions specific to your journey.
- Aligning your money to your goals and purposes.
Follow these timeless investment principles to maximize your effort.
INSIGHTS ON RETIREMENT AND LIFESTYLE PLANNING
Health Care Checklist for Finding the Best Coverage
Retirement & Lifestyle Planning
Medicare and health insurance open enrollment starts on October 15th. To help you find the best coverage for your money, here’s a step-by-step checklist of health care items to review annually. Each fall, it’s important to review your health care needs and consider your available insurance options for the coming year. A recent survey found […]
Read More Economic Research Report: Time will Tell
Retirement & Lifestyle Planning
Anyone hoping for excitement from the recent Fed statement was severely disappointed. As expected, the federal funds rate was lifted 25 basis points (bps) to a range of 5.25 to 5.50%. With the exception of the rate hike and slight wording changes – the “modest” pace of economic growth strengthened slightly to “moderate” – last […]
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