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Is An Annuity Right For You?

October 22, 2020

Do you have an annuity? Should you? How can you tell if it’s a good or bad idea? Let’s talk about this income-generating investment.

Fighting Off Inflation

October 15, 2020

Have you noticed an increase in prices lately? Does your financial plan account for inflation? That’s what we’ll talk about on today’s episode.

Getting Your Portfolio Ready For The Election

October 8, 2020

Are you nervous about the possible outcome of the election? What should you be doing now to protect your portfolio? Let’s talk about what you can do to get your financial plan in order.

Building a Tax Efficient Plan

September 24, 2020

What does it mean to think and plan strategically with your taxes? How does that change what you do when saving for retirement?