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Read more: What a Health Scare Can Teach You About Experts, Money, and Time
When you face a serious medical diagnosis, it changes everything…your perspective on health, time, and what truly matters in life. As a financial planner with…
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Read more: 4 Steps for Saving and Planning for Your Kid’s Education
Saving and planning for your kid’s education is one of the most important financial decisions you’ll make as a parent. While creating a financial plan…
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Read more: Living Your Retirement Dream Now: Start Today, Not at 65
Recent studies reveal a startling truth: only 5% of current retirees say they’re actually “living the dream,” while 19% describe retirement as a nightmare. These…
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Read more: Cost of Long Term Care in North Carolina
Planning for long term care is a task most people like to avoid if at all possible. But putting it on the back burner is…
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Read more: Why Women Need Financial Advisors When They Get Divorced
Divorce can be a pretty daunting and stressful experience. And while things are difficult for all parties involved, women are subjected to a slew of…
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Read more: Choosing Financial Advisor Guide: 6 Steps For The Best Advisor
Choosing a Financial Advisor The process of managing personal finances can present many questions. This comprehensive choosing financial advisor guide helps individuals navigate the complex…
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Read more: Why I’m a Life Planner at Calamita Wealth Management
Life is full of unexpected twists and turns, some good, some bad—but we can learn from them all. In my case, an unexpected, messy, and…
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Read more: When Should I Claim Social Security?
Deciding when should I claim social security is one of the most crucial financial decisions you’ll face as you approach retirement in your early 60s.…
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Read more: Wells Fargo Employee Retirement: 5-Step Checklist
Wells Fargo Employee Retirement Checklist: 5 Essential Steps for a Smooth Transition Planning your Wells Fargo employee retirement checklist requires careful preparation to maximize your…
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Read more: 3 Proven Ways to Protect Against Sequence of Return Risk in Retirement
Protect Against Sequence of Return Risk in Retirement Retirement provides an opportunity to pursue personal interests and cherish time with family, but it also comes…
