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Your Portfolio Took A Hit, What Should You Do Now?
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.
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Baby Boomers, Business Owners and Real Estate Investors - Different Stresses, Different Solutions
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.
Read MoreLeaving a Legacy
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...
Read MoreYour 4% Withdrawal Strategy May Not Be Enough
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...
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The Election, Covid-19 and Uncertainty
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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The Wild Ride
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...
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