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Your Retirement Playbook

Jul 5, 2022

Whether you are a new retiree or a seasoned one, we often have the same concerns. The best way to avoid retirement mistakes often comes from having the best questions formulated. My advice often begins with the questions, what is the best that can happen, what is the worst that can happen and – the most...


Jul 4, 2022

Retirement is an emotional rollercoaster. Excitement, accomplishment, freedom and then there may be loss of identity, confusion and worry over changing economies and markets. Here are some things you may want to consider and strategies you can employ. Call now to schedule your complimentary Next Steps...


Jul 1, 2022

What can possibly go wrong?! The things that happen on your financial journey are similar to the struggles you will face in golf. Let's talk about your financial hazards. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001.

 

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Jun 30, 2022

What economic condition are we in today? Sure, the economic condition matters to help you decide what you need to do next in your financial planning, but what do I need to take into consideration? Call now to schedule your complimentary Next Steps Meeting at 800-928-4001.

 

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Jun 29, 2022

How do you know where "A" dollars and "B" should be invested? When faced with a buffet of options, which one should you choose first? In this segment of Your Retirement Playbook, we will break down the things you need to consider before choosing. Call now to schedule your complimentary Next Steps Meeting at...