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What to Do About Inflation’s Impact on Your Finances

By Craig Lemoine, Director of Consumer Investment Research Suppose last year you went grocery shopping and filled your cart with $100 worth of items. This year, you went to the same store and bought the same items – this time, the bill rang up at $107.50.   The difference of $7.50 represent …
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Five Reasons Your IRA is Deflating, and What to Do About It

By Craig Lemoine, Director of Consumer Investment Research Stocks, bonds and mutual funds have had a rocky start to the year. The S&P 500, a broad measure of the United States stock market, was down 4.6% over the first quarter. Mutual funds holding stocks and bonds have also lost value. …

Should I Purchase Long-Term Care Insurance?

Published by Christina Hester Snyder, Partner and Wealth Advisor   Life expectancies are rising! As a result of advancements in healthcare and medical treatments, we now get to spend even more time with our loved ones. Longer lives also come with extra costs like long-term care expense …

6 Secrets to Help Pursue a Happier Retirement

Published by Mark Ring, Managing Partner, Founding Partner and Wealth Advisor   Many Americans dream about retirement. They work hard for 50 or so years and want to finally be able to enjoy some time to themselves and do the things they had always dreamed about. That being said, relaxi …

What You Need to Do 10, 5 and 1 Year Before Retirement

by Jamie P. Hopkins, ESQ., CFP®, LLM, CLU®, ChFC®, RICP®  Regardless of how far off you are from retirement, there’s one main goal your planning should be working toward: saving enough so that you don’t outlive your money. 
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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