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The stock market is down, and it feels awful – truly awful. You’ve watched a 20% decline in stocks, and may be

Last Updated on February 14, 2024 Protecting yourself online has never been more important. With more of your personal information online and

Last Updated on March 17, 2023 Losing a spouse and becoming a widow is a life changing and emotional experience.  Emotions come

Last Updated on February 14, 2024 Who would have thought a government bond would be one of the most talked about investments

Last Updated on February 13, 2024 Capital gains vs. ordinary income – do you know the difference in how they are taxed?

You have your homeowners insurance in place, but what about earthquake insurance? Is earthquake insurance worth it?  Your typical homeowners insurance policy

Dividend investing is one of the most misunderstood parts of investing. As a financial planner, I’ve been in many meetings with prospective

Last Updated on May 3, 2022 “Financial institutions reported a total of $1.7 billion in suspicious activities in 2017, including actual losses

It’s a popular question – “Why should I hire a fee-only financial advisor?”  Maybe you shouldn’t hire a fee-only financial advisor. Seriously,

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