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Creating Wealthy Habits

Creating Wealthy Habits

How would you define “wealth?” I often hear the following: When I can do what I want, when I want, without money worries Knowing I have enough money for both what I need and what I want When I can focus on what brings me joy and happiness instead of work For some,...

When do I take Social Security benefits?

When do I take Social Security benefits?

Most people entering the retirement phase of life start questioning when they should collect social security benefits. Should they collect at the age of 62, immediately upon eligibility? Or should they hold off longer to collect more monthly?  Just like every...

Tax Reform Article

Tax Reform Article

On Friday, December 22, the President signed the Tax Cuts and Jobs Act (TCJA) of 2017 into law. We have separated the tax discussion into four major parts: individual provisions, pass-through provisions, corporate provisions, and estate provisions. These items are...

Grey Divorce

Grey Divorce

As an independent financial planning firm, we help people in all stages of their life plan for, grow and enjoy their finances. Recently I have noticed an interesting new trend among the clients we help through tough divorce decisions — approximately 60 percent are in...

Kids & Money

Kids & Money

Tips for setting up children for financial success It’s the time of year when many parents are sending kids off to college to start newly independent lives full of exciting opportunities – new classes, new friends and many new opportunities. It may also be one of the...

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