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Financial Planning

3 min read

What Should I Do When the Stock Market Drops?

Overview: When the stock market drops, follow a few calm rules: don’t panic-sell, and trust your...

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Private equity ownership in senior housing. Senior friends playing game of cards together

3 min read

Navigating Senior Housing Communities: Managing Risks and the Rise of Private Equity

The decision to move into a senior housing community is rarely simple. Beyond the personal and...

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personalized retirement planning

3 min read

Beyond the Headlines: Personalized Retirement Planning

Every week I see new headlines about retirement. A magic number to hit. A single “safe” withdrawal...

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role of insurance in financial plan

5 min read

How Insurance Strengthens Your Financial Plan

Why Insurance Deserves a Seat at the Planning Table

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5 min read

Multi-Generational Wealth Plans: 4 Strategies Beyond Trusts

Trusts are a solid start for generational wealth transfer; but they’re not the whole story. For...

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