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Happy New Year!

Social Security in 2021

Happy New Year to you! Next week were are hosting a free educational webinar for pre-retirees and retirees on January 5th. It’s called “7 Keys to Enhancing Social Security Benefits.” Register here. If you have any members, clients, friends, or family who might be interested, feel free to pass it along. I’ve invited Waldean Wall […]

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BRINGING BALANCE

“In our hectic lives, balance is something many of us strive to achieve.” This week’s article caught my eye with its first sentence, as the thought of balance rang resonant with what we have always sought to provide assistance on with our clients. Balanced options are so important in retirement especially when we try to

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