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Should You Take A Lump Sum Pension Distribution?

So you’re faced with a choice: take the money now or wait for your pension to kick in. What do you do? In this article we take you through how to make the choice that is right for you

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Monday Morning Motivation – Why

Would you be better off asking how versus why?

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How Families Can Calculate Retirement Income Wants Versus Needs

Perhaps the biggest fear of families is how they will “get paid” in retirement. Gone is the regular paycheck and the annual bonuses; and, after years of building a nest egg, the new retiree is faced with the extremely uncomfortable task of tapping in to the hard earned savings.

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Monday Morning Motivation – Endurance

At the core, endurance comes down to your mental outlook on things. Where do you need to improve your endurance?

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What Your Grandma Taught You About Investing

In this article we discuss your grandma’s life lessons and how her timeless wisdom can improve your approach to investing. Read more here.

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Monday Morning Motivation – Understand

Are you willing to leave the understanding in God’s hands and focus on living your life in a loving manner?

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Quarterly Market Review – First Quarter 2024

Once per quarter, we roll up our sleeves & take a deeper dive into what’s happened in the stock market—our quarterly market review (January- March 2024).

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Monday Morning Motivation – Resilience

Are you using your mind to live a life of resilience?

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How To Save Your Family $1,000s on Your Property Taxes

In life, only death & taxes are certain. While little can be done about the former, there are often ways to minimize the tax burden on your home. Read more here.

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Each week you’ll receive two sources
of inspiration from our team.

Every Monday we offer you our Monday Morning Motivation, a little dose of encouragement to help you start your week feeling motivated and inspired.  

On Fridays, you’ll receive our Friday Five to share some brief thoughts that will help you transition from the work week to the weekend with some inspiring wisdom about the Five Fs of life.

We consider it a privilege to have you join our community and we’ll always honor our relationship. We look forward to welcoming you to the family!

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