Blog

Navigating Retirement: Embracing Trade-offs

As a financial advisor, I recently had an enlightening conversation with a client who is set to retire next year. During our meeting, he expressed a desire to eliminate volatility from his investments moving forward. This was quite a curveball, as a core strategy of...

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Your Questions Answered: Should I Cash Out A Savings Bond?

I received an e-mail from the son of a client asking me, “Should I cash out a savings bond that I just found out that I own?” First things first, what exactly is a savings bond? Well, it's basically a loan you give to the government. In return, they pay you interest...

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Advice For Life

SMI Transition Planning

The Letter of Intent

The Letter of Intent

As a parent of a caregiver of someone with an SMI, you have likely identified the individual(s) that you believe will provide continuity of care after your passing.

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