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Blog
Your Questions Answered: How Do You Charge?
A question that comes up when meeting a new family is “How do you charge?” This is a great question, because we certainly do not work for free, nor do our clients expect us to. There are several ways that a firm like ours can charge. Each method has its’ advantages...
What Is Your Keystone Habit for a Better ROL?
Good habits can make our everyday experiences more positive and our progress towards long-term goals more tangible. But the most effective habits don't just add to our to-do lists. They create a cascading effect that helps us accomplish things more effectively and...
Looking At the Big Picture
Market volatility can make anyone nervous, especially in our always-on, 24/7 news cycle. When some of our more experienced team members were first starting out in finance, average investors typically checked in on their accounts once or twice a quarter when their...
Advice For Life
Giving – Doing Good Without Disrupting Your Financial Plan
Many studies have shown that charitable giving provides greater happiness than buying more stuff.
Enjoying the Holidays During a Pandemic
At the time of year when we want to be closest to our loved ones, Covid-19 is still making it difficult to spend time together.
How Medigap Choices Have Changed
As many may recall, seniors who previously enrolled in Medicare are facing some changes. Medigap Plan F might not be sold after 2020 and Medigap Plan G will be undergoing some changes.
SMI Transition Planning
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Every month, Paul shares his thoughts, stories, and wisdom.