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Heard the Slogan “We Do Better When You Do Better”? In Other Words, Your Advisor Does Well Even When You Don’t

We recently heard a large, national firm use the slogan, “We do better when you do better,” and we couldn’t help but scratch our heads….

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What is an Annuity? And Could it Be Part of Your Retirement Strategy?


Ah, annuities: the product the financial services industry loves to hate. But are the hard feelings warranted?…



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Planning for Retirement vs. Planning in Retirement


Planning for retirement vs. planning in retirement. What’s the difference, you ask? If the question has you picturing Fred Astaire and Ginger Rogers crooning “to-may-to, to-mah-to, po-tay-to,…



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The Smart Retiree’s Cheat Sheet for Trusts


Find Out What Each Type of Trust Does (or Doesn’t Do)  For many of our clients, having…



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The History of Retirement Planning Might Surprise You


Necessity is the Mother of Invention We’re often asked what the difference is between a retirement planner and a…



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4 Dirty Secrets Financial Planners Don’t Want You to Know


Secret #1: Financial Planners rarely, if ever, consistently beat index returns after netting out their fees You…



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What is a Retirement Planner?


Find Out What Makes Us Different from a Financial Advisor For most people, the financial services industry…



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Help Us Fight Alzheimer’s With Heart & Sole


Join Forces With Golden Reserve in This Year’s Walk to End Alzheimer’s®    Alzheimer’s is anything but an anonymous disease,…



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The Looming Cost of Long-Term Care


If you read our article on the One Thing Your Retirement Plan is Probably Missing, then you’re…



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