• It’s Never Too Early or Late: Essential Retirement Planning for “Gen Y”

    Like most Gen Y college graduates or Millennials or non graduates who are working hard, saving for retirement is not a top financial priority. Now that you’re earning a steady paycheck, living expenses, car payments, mortgages, marriages,...

    • September 7, 2018
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  • Financial Planning Does Not End with Retirement

    Financial planning does not end with when you leave the workforce. Now that you have built up this nice retirement nest egg, it is time to make adjustments to your financial plan which fits your lifestyle and...

    • July 25, 2018
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  • Wealth Management: Private Banking

    Did you know there is such a thing as private banking? You might if you hold more than $1 million in liquid assets. If you do, congratulations, you are considered a High Net Worth Individual (HNWI). When...

    • June 4, 2018
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  • Tips for Working with a Financial Professional

    Just because you lack the time and expertise to put together a long-term investment plan doesn’t mean you shouldn’t have one. The average person doesn’t sew their own wardrobe, rebuild and replace their own car engine parts,...

    • May 16, 2018
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  • The Real Cost of Raising Children

    If you are looking forward to parenthood, you already know that it’s going to cost you. From prenatal care, diapers and groceries to day care, clothing and saving for college, having a child requires some adjustments to...

    • May 17, 2017
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  • The List – Top 6 Financial Events of 2013

    From new Popes to Bitcoins, Boston bombings, Government Shutdowns and Obamacare, 2013 has certainly been an eventful year. But it wasn’t such a bad year – in the end, investors, retirees, businesses and college students succeeded or...

    • December 30, 2013
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  • Stock Market Trends: The Bull & The Bear

    Savvy investors know the secret to success is long-term investing. However, even the most knowledgeable investors aren’t immune to worry about day-to-day fluctuations in their portfolios. Their concerns are completely valid given the market volatility of the...

    • July 12, 2013
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  • Investing 101: Mutual Funds

    It’s easy to invest in mutual funds and the benefits usually outweigh the risks. While no investment is risk-free,  mutual funds offer a greater level of security than other investment types. If you are new to investing...

    • June 28, 2013
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  • Strengthen Your Financial Safety Net with Your 2012 Tax Refund

    For most of us living on a limited income or from paycheck to paycheck, money and expenses are a constant concern. If you are expecting a large tax refund this year, consider ways to make your refund...

    • March 14, 2013
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