Some people in the financial world speak in code. It’s important for you to learn how to crack that code. Let’s look at a few examples of what you’ll hear someone say, but breakdown what they really meant.

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June 9, 2021 The day trader on the beach I was able to enjoy a few days at the beach last week as the kids finished up finals the Friday before. Weather was good, food was great, and we had a blast. We usually hit the beach later in the afternoon to avoid the blistering…

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If you had a million dollars, how long would it last you in retirement? How drastically does that longevity change if you move to a bigger/smaller city? We’ll take a look at some stats from various areas across the country to show how difficult it is to make your money last in some areas, and how easy it might be in others.

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Tuesday, May 18th, 2021 A Secure Upload Portal Over the last few months, we’ve met with more clients than ever who have told me that their number one concern is the future of taxes. Most people are of the opinion that taxes have nowhere to go but up. I am of the same opinion. There…

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Tuesday, May 4th, 2021 An uptick in your spending, hopefully   In almost every client review meeting I ask a very simple question, how is cash flow? I’m really just trying to get a sense of inflows versus outflows because that’s very important in retirement. Over the last year, most people have told me that…

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  A few weeks ago I had a review meeting with a relatively new client and I thought it would be appropriate to share a little bit about their journey to retirement. He and his wife made the decision to retire about a year ago. It was not an easy decision for either of them.…

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Taxes- The Greatest Threat To Your Retirement Tuesday, April 6th, 2021 I’ve always said there are 3 major threats to a retirement today. A long term care event,  a severe, sustained market crash, and increasing taxes. In light of everything that has happened with the virus relief and governmental spending habits, I think taxes has…

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