What’s Your Financial Playbook?

PDF: News Letter 2019-02-01 If the recent government shutdown has taught us anything, it’s the importance of having an emergency…

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The Fine Balance Between Debt And Retirement

PDF: News Letter 2019-01-25 A month has passed since the holidays, and the credit card bills may have started to…

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Take A Step Back To See The Big Picture

PDF: News Letter 2019-01-18 How do you picture your retirement? Is it having time to travel, spend with family, to…

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What To Do When Markets Are Volatile

PDF: News Letter 2019-01-11 What To Do When Markets Are Volatile   Click Here We are two weeks into a…

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Resolve To Talk About Money In 2019

PDF: News Letter 2019-01-04 Happy new year!   After a dramatic end to 2018, the economic outlook for 2019 is…

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Happy New Years!!!

PDF: News Letter 2018-12-28 Happy New Years!!! It’s been a bumpy ride in the stock market this year, and even…

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Warmest Wishes For A Very Happy Holiday

PDF News Letter 2018-12-21   I’d like to take this opportunity to wish you and your family a Merry Christmas,…

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A Volatile Holiday Season

PDF: News Letter 2018-12-14 The year is certainly going out with a bang, as after a decade of steady growth,…

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Don’t Wait For 2019

PDF: News Letter 2018-12-07 The holidays are a special time of the year, a time for love and togetherness with…

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Money And Family Around The Holiday Table

PDF: News Letter 2018-11-30 With Thanksgiving over, we are now truly in the middle of the holiday season. How are…

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