Resources

Whether you’re a widow, a business owner, or a professional afraid to face retirement, I have various resources here to get your started.

If you’re ready to go deeper, schedule a call with me on my calendar. 

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Social Security 101

Social Security is complicated, and the details are often misunderstood even by those who are already receiving benefits. If you’re looking forward to receiving your Social Security benefits, whether in one year or 30 years, you may be curious about some of the basic...

All Eyes on the Earnings Picture

Publicly traded companies are required to disclose their financial performance to regulators and shareholders on a quarterly basis. News organizations and investors pay close attention to these reports because they tend to impact stock prices, with strong earnings...

What Is Asset Allocation?

Lewis Carroll, the author of Alice’s Adventures in Wonderland, once said, “If you don’t know where you’re going, any road will get you there.” This is certainly true when it comes to investing: If you don’t know where you’re headed financially, then it is not as...

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What Is an Annuity?

An annuity is a contract with an insurance company that is funded by the purchaser and designed to generate an income stream in retirement. It is a flexible financial vehicle that can help protect against the risk of living a long time because it provides an option...

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