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Estate Planning

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Estate Planning

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in!

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Financial Fitness

Videos

Financial Fitness

Much like your fitness goals, your financial goals will remain focused and stay on track with the help of an advisor.

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Back 2 Basics

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Back 2 Basics

Check out this infographic for 12 Simple Financial Tips that are important to remember but easy to forget!

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Disciplined Investment Process

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Disciplined Investment Process

As an investor are you following a disciplined investment process or are you lacking a measurable strategy in your investment decisions? Consider your long-term investment objectives.

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Passive vs. Active Management

Videos

Passive vs. Active Management

As an investor, would you prefer a passive advisor who offers a cookie-cutter solution simply because it’s cheaper and easier or one who actively selects the most suitable investments to include in your portfolio?

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Keeping Your Retirement Income Stream Growing and Flowing

Videos

Keeping Your Retirement Income Stream Growing and Flowing

With years of hard work and planning, many reach their financial goals and are able to retire. So how can you prepare for this stage in your life? Watch the video below for tips on how you can keep your income replacement stream growing & flowing.

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4 Challenges During Retirement

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4 Challenges During Retirement

No matter how well-prepared you may feel for life in retirement, none of us is immune to the challenges presented by market volatility, rising taxes and inflation and longevity.

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Who Wants To Be A 401(k) Extraordinaire?

Videos

Who Wants To Be A 401(k) Extraordinaire?

Is it realistic to reach 401(k) extraordinaire status in your 401(k) account? Watch this video for tips others have followed to maximize their 401(k) retirement plans. Contact us regarding your 401(k) retirement plan.

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Understanding 529 Plans

Infographics

Understanding 529 Plans

Named after Section 529 of the Internal Revenue Code, 529 plans are investment accounts used to pay for a beneficiary’s college expenses and are usually opened many years before the beneficiary reaches college age. Check out this infographic for some interesting statistics about 529 Plans.

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Is Your Advisor A Fiduciary?

Videos

Is Your Advisor A Fiduciary?

A fiduciary is an advisor whom is required to make decisions in your best interest and is not conflicted by fees he or she receives when giving financial advice. Watch this video for important tips that may help you determine if your advisor is a fiduciary.

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