Summer Break Money Lessons

As a financial advisor, I’ve spent my career preparing clients for the unexpected. COVID-19 reminded everyone how important it is to financially set goals, plan for the future and have…

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Retiring Without a Pension

Many modern careers no longer offer employees the option of a matched 401k, let alone a full pension. While some state and government workers are fortunate to have pensions waiting…

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Why You Should Retire to an RV

If you’re nearing retirement and also want to travel, retiring to an RV might be your dream come true. This way of life allows you explore the United States while…

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