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Friday, January 20, 2023

Are you one of the individuals who's portfolio took a big hit last year? Curious about what you should do now? Can your portfolio recover and rebound? Are there steps in starting the recovery process? Investment Strategies? We have answers.

Thursday, January 12, 2023

Boomer stress and managing the nest egg that they worked so hard to make. Business owners and real estate investors, what are the challenges that they are facing today and solutions on how they can deal with them.

Tuesday, January 3, 2023

We begin a new year with a clean slate.  The S&P 500 had its worst performance since 2008, the great recession.  It was down over 19.4%.  That is unnerving to some, to others, it’s to be expected.  It depends...

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...

Monday, October 26, 2020

As I write this blog post, we are a week from the Presidential Election. There is tension in the air. There is also a rise in the cases of Covid-19 worldwide, which of course brings the accompanying economic uncertainties along with it...

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Tuesday, September 1, 2020

It has been a wild ride. Everyone I talk to is still dealing with issues related to Covid-19 and it appears that we will continue to experience such issues for some time. What to do? Well, do not hunker down in a foxhole, or stick your...