Wealth Management

Four Pillars Illustrated

Four Pillars Illustrated

The foundation of a successful plan for wealth management rests upon four pillars–build, manage, protect, and transition wealth. A concept, which is clearly illustrated in the fictional life of John Jones. Investment: Build Mr. Jones has successfully started his...

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Insurance for a Long Life

Insurance for a Long Life

For most types of insurance, we are thinking about protecting others and removing ourselves from the liability of other’s harm. It’s not about a big payout for us, it’s about preventing a big payout from us. Insurance is often viewed as protection for us and our...

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Social Security 101

Social Security 101

As a program to help everyone save for retirement, Social Security ought to be simple, but it is surprisingly complicated in the number of choices it provides. The appropriate actions for maximizing benefits are by no means obvious, and can become even more complex...

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Your Retirement Game Plan

Your Retirement Game Plan

Although we look forward to retirement throughout our careers, entering it is an unfamiliar experience, one that will be especially challenging for anyone not fully prepared for it. Our primary focus when deciding if we’re ready to retire is typically financial...

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Competing In a Tightening Job Market

Successful businesses are built on many key ingredients, and one of the most important are its employees. Everyone is relieved that the economy is getting back on track, and unemployment has been steadily going down. As the job market tightens, employers need to stay...

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Keeping Up With Rising College Tuition

Keeping Up With Rising College Tuition

If it seems as though college is getting more expensive every day, that’s because it is. College tuition costs have been going up for the last 100 years, and though it seems as though they couldn’t possibly find a way to go higher, it keeps on happening. Does going to...

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New Acronyms for Old Wisdom?

New Acronyms for Old Wisdom?

People don’t always act rationally, and they don’t always invest rationally either. Stock prices may not follow expectations, and emotions may cause impulse decisions. New acronyms have shown up on Reddit in the last few months that have become associated with...

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Return of the RMDs

Return of the RMDs

2020 was the year when required minimum distributions (RMDs) were not required from IRAs and qualified retirement plans. Given the economic uncertainty of the economy and the volatility of the financial markets, Congress wanted to give everyone maximum flexibility in...

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