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Insurance Needs: The Basics

By |2012-06-21T17:24:30-04:00June 21st, 2012|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , , , , , |

In my recent encounters working with clients on their planning, we have uncovered a number of questions about insurance.  The questions we typically hear are “How much do I need?”, “What kind of insurance should I [...]

How Much Annual Income Can Your Retirement Portfolio Provide?

By |2017-05-09T22:11:14-04:00May 17th, 2012|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , |

Do you go to a doctor when you get sick?  Of course!  Do you take your car to the mechanic?  You bet!  This makes it interesting why so many people choose to act as their own [...]

My Money Checklist

By |2012-03-20T13:41:13-04:00March 20th, 2012|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , , , , |

Just like your vehicle your finances need continual maintenance. Wouldn't it be wonderful if there was a simple checklist out there to help keep you on track with your financial maintenance? Well, now there is!! Below [...]

Social Security: Dialougue or Debate?

By |2011-01-12T05:31:01-05:00January 12th, 2011|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , |

We hear a great deal of talk these days about the state of Social Security, Medicare, health insurance, and countless other areas which the government has influence over.  For some, this dialogue causes great unease and [...]

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