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Behavioral Decision Making

We often think that emotions only impact inter-personal decisions, however making consequential financial decisions in a heightened emotional state also generally isn’t a good idea.  ...
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Just in Case

Late in life job loss can be devastating on many fronts. One area we haven’t discussed before is a different use of an annuity you ...
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Challenges of Aging

Planning for the challenges of aging is one of those situations we are probably inclined not to want to think about, either for ourselves or ...
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Scams

We wanted to bring to your attention the recent increase in social media scams designed to entice you into fraudulent financial activities.  We have probably ...
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Not Just For Men 

It’s crucial for women to plan and take control of their finances just as much as it is for men. When an “if only” happens, ...
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RMD Timing

There have been some recent discussions about what the best way is to take out your RMD, and whether it is better to take it ...
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