RACHEL INFANTE, CFP® CSRIC™
May 29, 2019 9:28:37 AM

Retirement can be an exciting phase to plan for, but the age in which you retire may have a significant impact on your cash flow boiling down to one...

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Damian Winther, CFP® CSRIC™
May 1, 2019 11:17:32 AM

If you are like most of the United States population, chances are you’ve held several jobs over the years, which may have resulted in multiple...

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Dana Brewer, CFP®
Mar 13, 2019 9:49:58 AM

While money can often be a stressor in our lives, women often report higher stress levels than men. We all have plenty to stress about from our jobs,...

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Damian Winther, CFP® CSRIC™
Jan 30, 2019 9:32:37 AM

Many of us are looking for ways to maximize our long-term wealth. For most of us, this means setting aside 15 to 25 percent of our annual income. The...

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Kay Kramer, CFP®
Jan 23, 2019 9:38:06 AM

One of the many things that you may think about as you near a transition to retirement or are retired, is how your charitable giving may change....

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Bridget Handke, CFP®, CAP®
Dec 13, 2018 3:34:25 PM

Something we’ve learned in our Financial Advisory firm is that a client’s retirement success in part depends on how financially savvy their kids are....

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Damian Winther, CFP® CSRIC™
Oct 31, 2018 10:49:50 AM

You’ve saved your whole career, your kids are launched, and perhaps your mortgage is paid off. Now you’re starting to feel like it’s time to begin...

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Damian Winther, CFP® CSRIC™
Oct 17, 2018 10:17:26 AM

The decision regarding when to begin collecting Social Security retirement benefits is something that all retirees are going to face at some point in...

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Damian Winther, CFP® CSRIC™
Sep 26, 2018 9:50:54 AM

Whether your primary motivation is to travel, spend more time with family, improve your gardening skills or play more golf, chances are you’re like...

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Bridget Handke, CFP®, CAP®
Sep 5, 2018 8:57:49 AM

That’s the question we often get from clients when they come in to discuss their retirement. They’ve decided to retire but they don’t know what their...

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