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You need more than a bunch of experts to help you address your financial needs, challenges and opportunities—you need them to work together on your behalf, in a coordinated manner. In this month’s blog post, you’ll discover what high-impact, fully-aligned teams of professionals do to deliver maximum value to their clients—and how having a cohesive…

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The number of at-home workers has skyrocketed this year as the novel coronavirus caused companies across the country to temporarily lock their doors. As a result, some business experts are suggesting that remote working—already a well-established trend—will become an increasingly common way for many companies and their employees to get the job done. If so,…

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It’s a good idea to employ a divorce financial analyst prior to a divorce at any age, but it can be particularly vital if you are over 50.  A divorce late in life can have significant impact on the financial stability of one or both parties.  Once you’re past your prime working years, you can’t…

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There comes a time in the life of any successful person where their financial priorities begin to change.  They stop being so concerned with asset collection and growth and become more interested in wealth preservation.  This is the time, usually a bit before retirement, when they start thinking seriously about how to maintain their lifestyle…

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With nearly a quarter-million employees around the nation (please footnote reference), AT&T is a huge employer – and, naturally, most of those employees are enrolled in the AT&T retirement plan.  We’ve worked with quite a few such individuals, and there’s a common issue we’ve seen in nearly all of them – their AT&T retirement plan…

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A very common question we receive is: Do I have enough money or am I on the right track to retire? We are here to answer your questions! Watch the video to help you understand what you may need in order to stay on track. As always, please reach out if you have any questions!

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When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being. But are we really spending our money in ways that achieve those results? The answer, unfortunately, is probably not. As one world-famous Japanese “tidying expert” might say, our spending habits don’t spark joy. The…

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Here’s an uncomfortable truth you need to accept: Someday—hopefully in the very distant future—you are going to die. The good news: You can make that moment easier on your heirs by taking a few simple steps. One of the best ways, financially, to prepare now for that time is to choose a person to be…

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Going through a divorce is never easy, especially when it comes to finances. However, working with a certified divorce financial planner can make the process go much more smoothly. They’re trained to provide key insight and assistance when it comes to your finances during a divorce, taking some of the burdens off your shoulders. The…

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Inheriting money comes with plenty of benefits. But an inheritance—even a big one—doesn’t automatically mean a worry-free life of ease. A windfall can actually create unique challenges and conflicts that become the root of significant problems for your heirs—and for you, too. The good news: You can take steps now to address potential issues related…

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