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Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

FEDERAL RESERVE PREVIEW Thumbnail

FEDERAL RESERVE PREVIEW

With a series of important economic indicators suggesting the economy is declining and inflation is finally decelerating, albeit very slowly, markets are beginning to factor in that the Fed may soon transition to a less aggressive stance in early 2023.

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Why You Should Factor Long-Term Care Into Your Estate Plan Thumbnail

Why You Should Factor Long-Term Care Into Your Estate Plan

When creating an estate plan, it is important to include and consider long-term care as part of this. This is vital when later in life the estate owner falls ill or cannot take care of himself or herself, and the factor of long-term care into the estate plan may extend his or her life as well as enrich the estate overall.

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HAVE YOU CHECKED YOUR RETIREMENT PLAN LATELY  Thumbnail

HAVE YOU CHECKED YOUR RETIREMENT PLAN LATELY

How much money will you need to live on if your retirement dream changes? It is advisable to review your employer-sponsored retirement savings plan every year and whenever you undergo major life changes. If you haven't reviewed your plan recently, now might be the time.

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