With each new year, people start talking about “turning the page” and “putting last year in the rearview mirror.” It’s likely that 2020 is going to stick with all of…
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How Can I Make A Real Impact During Tough Times?
Thanksgiving is behind us with Christmas and New Year’s fast approaching. With so many people needing help right now, you may feel like this is a unique opportunity to give…
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Is There Really a Difference Between Medicare and Medicare Advantage?
Medicare open enrollment for 2020 is from October 15 to December 7. Whether this is your initial enrollment or you simply want to make a change, the options can be…
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How Can You Take Control During These Chaotic Times?
The time leading up to a presidential election can be nerve-wracking enough on its own. Add in the tumult from Covid-19 and recent market volatility, and it’s no wonder that…
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How Can I Finish Strong in 2020?
October starts the fourth quarter of the year. In the business world, top companies kick-off “Q4” by gathering together their leadership teams to assess what’s gone right this year, what’s…
How Do You Navigate Life’s Transitions?
Your plans for the future are really a story that you tell yourself. Some of the chapters are easy to imagine and plan, like buying your first home, sending your…
Can I Still Use My Money for Good During These Challenging Times?
The need for generous people is at an all-time high right now. The pandemic has created economic and health care challenges that continue to stretch our resources. Millions of people…
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Are You Anxious Over the November Election?
As we enter the home stretch of the U.S. presidential election, you may be worried about how the outcome could affect your investments. Who will win? What new policies should…
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Has COVID-19 Made You Nervous to Retire?
Covid-19 has recalibrated retirement planning for older workers. Age, health, and workplace conditions have pushed many seniors to put their well-being ahead of other considerations and retire early. The pandemic…
How Can I Use This Pandemic as a Catalyst for Change?
The coronavirus pandemic has put all our short-term needs front and center. For most of us, we’ve encountered new challenges like virtual work meetings, online student learning, and drastic changes…
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