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Important Year End Financial Planning Actions to Take

When you watched the New Year’s Eve countdown and raised your glass to 2017, did you make any resolutions to put your finances first this year? Finance-related resolutions are the third most popular New Year’s resolution, following self-improvement and weight loss. Millions of people strive to get out of debt, save more, or accomplish a financial milestone, whether that’s purchasing a vacation home or retiring. If you fall into this camp, how did you do? Did your resolution fall to the wayside, as many do?

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5 Common Regrets in Retirement

Retirement is one of life’s greatest milestones and, as a result, many pre-retirees are worried about making the leap. Have they saved enough money? Will they be able to maintain their current standard of living? When should they claim Social Security?

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What We Do and How We Can Help

The term “financial plan” sounds simple enough until you sit down to start it. Developing an effective financial plan is no easy task, and the process can be complex. The path from Point A to Point B could be riddled with potholes or forks in the road, which can make staying on track difficult.

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Why I Became a Financial Advisor

People often ask me why I entered this industry and became a financial advisor. Like many people, I didn’t grow up knowing what I wanted to be or what I wanted to do with my career. In many ways, I stumbled upon this industry.