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Thanksgiving Recipes from Our Team
By K. Bridget Schneider, CFP®, CRPC® Thanksgiving Day is approaching fast. This celebration evokes different memories for each of us. But for many, it suggests thoughts of food and best-loved dishes we may only see at holidays. We thought...
Top 10 Things Our Team Members Are Thankful For
Our family, like many others, takes time to share with each other the things for which we are grateful. So as a twist on that idea, I thought our team members might share with you some of the top items on each of our lists.
Recent Posts
Do I Need to Enroll in Medicare if I’m Still Working?
As a financial advisor helping clients with their Medicare decisions, I’m frequently asked if they need to enroll in Medicare while working. When I provide the answer, I’m often met with, “Well, that’s not what my friend said.” And that isn’t surprising.
What Is Risk Tolerance and Why Is It Important?
When you hear the term “risk” in a conversation, your heart may skip a beat. The thrill of doing something risky can be very tempting for some people. I have a niece who wanted to experience sky diving. I thought, good for her! But I knew that thrill wasn’t for me. When it comes to your money, the term “risk” may cause a different type of excitement. For some, it may be downright scary. In financial planning, the phrase “risk tolerance” is one of the many pieces of financial jargon that is often misunderstood. Let’s shed some light on risk tolerance and why it’s important to know yours.
Financial Fraud Against the Elderly
As the American population ages, we can count on two things – the likely increase in cognitive impairment and the increased instance of, and losses from, financial fraud against the elderly.
How to Manage Debt in Retirement
Recently I read a few articles addressing increases in the amount of debt held by retirees. Carrying debt into retirement isn’t necessarily a bad thing if you have enough cash flow to pay your bills and live comfortably. However, increasing debt levels could derail an otherwise well-planned retirement. Let’s talk about some common causes of debt and how to manage debt in retirement.
What Does A Financial Planner Do and When Do I Need One?
When you’ve got financial questions, the internet probably has some answers. Your friends and family may also offer advice. But is any of that advice right for you and your situation?
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