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The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
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Understanding Extended Care

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.
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Get the Support You Need For Your Financial Goals

Get the Support You Need For Your Financial Goals

Our team of experienced financial advisors will work with you to delve deep into your financial history and your future goals. From there, we'll create a few custom plans to get you started, and we'll guide you each and every step of the way. 

Make sure your advisor has the CERTIFIED FINANCIAL PLANNER&#8482; (CFP<sup>&#174;</sup>) designation

Make sure your advisor has the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation

The CERTIFIED FINANCIAL PLANNER™ designation is the standard of excellence in financial planning. CFP® professionals meet strict education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow. Every CFP® has a fiduciary responsibility to focus on your best interests.  

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

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