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May 13, 2021 | Business Owners
This article was written in collaboration with John Hawkins of Paramax Corp. John Hawkins’ 30+ year career incorporates a wide range of experiences including roles as an owner/operator of several successful privately held companies, senior executive of a publicly traded corporation, and …
April 29, 2021 | Financial Planning
Making an impact is different for everyone. Watch our panel discussion on how the need for green space preservation can closely align with the growing trend of socially responsible investing.
April 26, 2021 | Financial Planning
For 17 years, April has been known as Financial Literacy Month: an opportunity to develop a greater understanding of financial concepts to reflect on your current situation. While we all understand that financial literacy is important, actually following through and completing your financial …
April 21, 2021 | Financial Planning
The economy has been gradually recovering since COVID-19 shocked the system. Finally, we’re beginning to see what a return to normal might mean for investors and companies, alike. Check out our quarterly market update for a discussion on the changing investment landscape …
April 05, 2021 | Estate Planning
When it’s done right, financial planning should be about more than just getting to and living well in retirement. For most people, leaving a legacy gift is a worthwhile and very realistic goal. The future is unknowable, and the first priority for both us and our clients is well-being in good …
March 23, 2021 | Financial Planning
Everyone wants to work with a financial advisor that’s right for them. But how do you know what advisor is right for you? You’re entrusting this individual with your financial well-being, so you should feel comfortable asking the tough questions. Some of the questions that follow may seem too …
March 11, 2021 | Financial Planning
With Women’s History Month in full swing, we take a look at how women invest, what’s important to them, and how they are achieving success. Women think about money differently, invest it differently, and spend it differently. While motivations vary from person-to-person, as a whole, female …
February 23, 2021 | Investing
We regularly hear concern from clients about everything that is going on today. How am I going to save for retirement in such a turbulent, difficult time? In many ways, saving and investing has never felt so strange. Today, interest rates on traditionally safe bonds are near zero, if not below; …
February 18, 2021 | Financial Planning
Every new year brings changes to tax laws, Social Security benefits, healthcare, and more. A newly elected President and proposed tax law changes coupled with the ongoing impact of Covid-19 have left many with questions. Please join us for our upcoming webinar where our …
January 27, 2021 | Retirement
Medicare recipients who have enrolled in a Medicare Advantage Plan have the opportunity to make a change to their Advantage Plan if they are not happy with it. The window to modify Medicare coverage opened on January 1, 2021 and closes on March 31, 2021. This window also provides an opportunity …
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