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Q4 Financial Checklist

Can you believe summer is already over? It seems like only yesterday we were celebrating the New Year, and now we’re in autumn! Before we know it, the holiday season will be upon us once again. It’s a reminder that time really does fly, especially as we get older. It’s…

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Tackling Retirement Healthcare Issues

A single person age 65 in 2023 may need about $157,500 saved after taxes to cover health care expenses in retirement, according to Fidelity. In 2023, their estimate for an average retired couple aged 65 is around $315,000.  The actual amount you’ll need will depend on many variables, including where you…

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7 College Planning Steps for Teens

Getting prepared for college can be both exciting and overwhelming for a high school senior. What might your goal-oriented peers do that will help them succeed as they set out on a new path?  The key to successful college preparation is to establish an efficient and structured plan.  Having a clear…

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