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Is This Your Year to Retire or Change Careers? Get Your Transition Plan in Place!
Robert Schmansky, CFP®
If this is a year of potential change for you and your family, it is critical to have a transition plan in place to get from here to your new reality. The surest way to lose is to fail to plan for transition.
A Dickens of a Retirement Plan
Scott Ward, CFP®
What are some possible hazards that could derail your plans for retirement? With the benefit of some time, what steps could you take now to protect yourself against any hazards? Having a practical, defined process in place – and in motion – can help keep your retirement goals on the right track and guard against the perils that threaten them.
Avoiding Small Expenses can Lead to Big Results in 2016
Elaine King Fuentes, CFP
Right about now, you are probably thinking about New Year’s resolutions. And, if you are like most Americans, getting healthier physically and financially are top of your list.
3 Creative Ways to Make Your Donation Count – For You and Them
J.J. Burns, CFP®
You’d like to make a major gift, and want to maximize the donation to help both you and the charitable organization. There are ways to make a donation that still allow you to enjoy the piece yourself.
Don't Make These 6 Common Mistakes with Sudden Wealth
Robert Pagliarini, CFP
If you have just won the lottery, been notified you will be receiving an inheritance, or settled a lawsuit, your emotions and stress levels are bound to run high. We like to think of ourselves as rational, but under stress, we can quickly morph into irrational and highly emotional creatures who undermine our own success. Avoid making these all-too-common sudden wealth mistakes.
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