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Quarterly Comments November 2024

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Navigating Healthcare Costs in Retirement

Life After Employer-Sponsored Health Insurance As you approach retirement, a critical aspect of your retirement strategy can catch even the most financially savvy individuals off guard: ...
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Navigating the Recent Federal Reserve Rate Cut

Implications and Reassurances The Federal Reserve’s decision to cut interest rates by 50 basis points has sent ripples thorugh financial markets. While this move is ...
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Quarterly Comments August 2024

Very few things are certain in life, but the markets seem to be quite sure the Federal Reserve will begin to lower its Fed Funds ...
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Kick-start Your Child’s Financial Journey

Summer break is here, and many young people will be working at a summer job or internship. Earning a paycheck is exciting and a great ...
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Quarterly Comments June 2024

Yogi Bera, Niels Bohr and We Agree We agree with the late, great Yogi Berra and famed physicist, Niels Bohr – “It’s difficult to make ...
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Give Your Children the Gift of Financial Literacy

Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your ...
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Quarterly Comments November 2024

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