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Market Outlook

What a difference a year makes. Or does it? It depends on where you look. A year ago, we wrote about markets being at all-time highs, a strong domestic economy with extremely low unemployment, growing...
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Manage Wealth

Risk in Retirement

We all define "risk" to our financial well-being in very personalized ways. For some, this risk is not being healthy enough to enjoy the retirements w...
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Manage Wealth

Protecting Our Assets as We Age

Much has been written and said about our aging population, about the retirement of boomers, and about the fact that many of us are living longer than ...
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Manage Wealth

Social Security Rule Changes

With the passing of Bipartisan Budget Act last November, the Social Security “file and suspend” and “restricted application” strategies we discussed i...
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Manage Wealth

The Million Dollar Question: How Can Married Couples Maximize Social Security?

Of all the assets available to support retirement, Social Security benefits are often the last to be included in strategic conversations. We spend dec...
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