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Past Commentary & Articles

Article
March 18, 2024
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When you think about tax season, the first person who comes to mind is probably your accountant or tax preparer, but don’t forget about financial advisors who monitor the impact of taxes on their clients’ portfolios year-round.

Videos
March 14, 2024
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Are you nearing retirement or planning for your future financial security? Social Security can be a critical component of your retirement income, and understanding how to maximize your benefits can significantly impact your financial well-being during your golden years.

Article
March 11, 2024
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In today’s digital age, cybersecurity is a critical concern for all organizations, including those that manage retirement plans. ERISA-covered plans are especially attractive targets for cybercriminals because they hold sensitive personal and financial data.

Article
March 8, 2024
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Nearly a quarter of Americans prefer to take their vacations during the winter. But what if you’re retired and want to stay longer? Consider becoming a “snowbird.”

Article
March 6, 2024
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Just as you review other aspects of your financial plan, you might want to review your auto insurance policy to determine whether your coverage is sufficient. Most drivers are familiar with auto insurance but may be unsure about how it works.

Article
March 5, 2024
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Choosing the right advisor for you and your family requires careful consideration. Good chemistry is important, but asking thoughtful questions and conducting due diligence can help you differentiate between a “good” advisor and a great one.