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Past Commentary & Articles

Videos
July 18, 2024
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Navigating the complexities of Social Security can be challenging, especially for those with substantial assets and income. Watch our educational webinar recording designed specifically to help high income earners integrate Social Security into their retirement plan.

Videos
July 11, 2024
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Making decisions about your retirement – where you want to live, how you’ll protect your assets, what kind of care you want should you ever need it – is no small task. Learn more about how to involve your family in the process.

Article
July 9, 2024
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Solo living is becoming more common, and while retirement is all about freedom, it’s also about making sure you’ve got your finances, social life, and well-being in order. We’ll break down the key areas to focus on to help you plan your next chapter.

Article
July 2, 2024
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Every Fourth of July, we celebrate the American spirit – the freedom to choose our own paths and chase our dreams. But what if worries about financial burdens limit your choices? As a coach with over 35 years of experience guiding people through retirement, I’ve seen firsthand how a lack of financial confidence can steal the very independence we celebrate.