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Our Midyear 2019 Economic Update

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Our Midyear 2019 Economic Update

Published by Mark Ring, Wealth Advisor At the beginning of the year, we took some educated guesses on what the economy might do in 2019. Now that we’ve arrived at the halfway point of the year, let’s look back and see what actually happened, where we are now, and what that might tell us about the rest of 2019.

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The Progression of Financial Planning Through Every Decade of Your Life

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The Progression of Financial Planning Through Every Decade of Your Life

Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.

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How to Buy a Car Without Losing Your Mind (or Your Wallet)

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How to Buy a Car Without Losing Your Mind (or Your Wallet)

Having to buy a car is like having a sliver stuck under my fingernail. It’s painful and annoying, I know I have to deal with it, but it’s going to take forever. Might as well pack a lunch too, because the second you decide you want to test drive something they have you trapped.

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How Millennials Can Catch Up For Retirement In A Hurry

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How Millennials Can Catch Up For Retirement In A Hurry

Published by Ryan Cooley Millennials are in a tough spot these days. They likely spent their college or early working years dealing with the repercussions of the 2008 recession in the form of unemployment or lower starting wages. They carry a heavy student loan debt load but also understand the importance of saving for the future. They face high housing costs and increased costs of living, all the while wages aren’t growing as quickly as their parents’ did. (1)

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5 Reasons to Think About Long-Term Care Planning Today

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5 Reasons to Think About Long-Term Care Planning Today

I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike – yet, he was still thankful for the policy. Despite the rising cost, he knew the importance of long-term care insurance in helping protect himself and his family.

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Why You Should Consider Sending Your RMDs Straight To A Charity

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Why You Should Consider Sending Your RMDs Straight To A Charity

Published by Mark Ring, Wealth Advisor If you’re like most of our clients, you are generous. You realize that the world goes far beyond just you and your family and you want to leave your mark on it. You are grateful for the opportunities you have received and want to pass it forward in a meaningful way.

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Retirement Planning: What Are You Waiting For?

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Retirement Planning: What Are You Waiting For?

Almost half of households near retirement have nothing saved, and that’s a big problem. I believe the biggest headwind is merely getting started: saving money is hard to do. Life is filled with unpredictable events. Children, healthcare expenses and student debt exact a large toll on many Americans.

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Future Funding of Social Security Is A Pivotal Piece To Retirement Security

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Future Funding of Social Security Is A Pivotal Piece To Retirement Security

You’ve probably heard of the three-legged retirement savings “stool.” The idea is that a quality savings plan for retirement starts with having three aspects of saving: personal savings, employer retirement savings and government-provided benefits.

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Do You Have Questions About Your Social Security Benefits?

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Do You Have Questions About Your Social Security Benefits?

Published by Daniel Morrison, Wealth Advisor Are you planning on Social Security making up a significant portion of your retirement income? If so, you’re in the same boat as 60% of American retirees. (1) With a program that impacts so many individual lives, you would think people would be more prepared to claim their benefits, but unfortunately, that’s not the case. Close to 63% of future retirees are not confident about how the program works, and 88% don’t know how benefits are calculated or how to maximize their Social Security payments. (2)

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My Favorite Things To Do In Baltimore City

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My Favorite Things To Do In Baltimore City

Published by Ryan Cooley As someone who has been a resident in Maryland for many years, I can definitely say that living right by Baltimore City is a blessing. There are a ton of things to do and see here: historical sites, fascinating museums (including one that is centered around the baseball legend Babe Ruth), and even cruising around the Inner Harbor. Many of these activities are suitable for family-friendly fun and don’t even break the bank. Allow me to share some of my favorite things to do with my family when we visit Baltimore City.

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