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It’s Time to Break Up with Your Big Box Financial Advisor — Here’s Why

Let’s face it — breaking up is hard to do. But staying in a relationship...

Don’t Wait Until It’s Too Late: Why Long-Term Care Planning Should Be on Your Radar Now

When we talk about financial planning, most people think of saving for retirement, paying off...

Is $1 Million Really Enough to Retire? Let’s Break Down the Magic Number

For decades, $1 million has been the gold standard — the “magic number” that people believe they...

Annuities vs. Social Security: What’s the Difference and Why It Matters for Your Retirement Plan

When planning for retirement, two terms that often come up are Social Security and annuities. Both can provide...

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