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We believe the best work is done through collaboration. Within our team, with our clients. Principles in practice together.
Surprise of 2019 – Lower Rates & High Bond Returns
Andy Reynolds
Key Takeaways: As the Federal Reserve eyes another rate cut, it is important that investors: Review interest rates on loans. Review your equity/bond exposure. Seek competitive rates on cash deposits. With rates falling drastically over the past twelve months, one of the more surprising outcomes of 2019 so far has been the return … Continued
Thoughts About Estate Plans
Frank Yozwiak
There is a misconception that you only need an estate plan if you are extremely wealthy – this is simply not true. A sound estate plan is an integral part of any overall financial plan. An estate plan is the best way to ensure that those you love and care about will be taken care … Continued
Alternative Uses of Social Security Income
John Boardman
Key Takeaways: There are many unique situations that could justify taking Social Security earlier. The psychological benefits of a new income stream can relieve anxiety around a new planning strategy. To take Social Security before age 70, the financial and non-financial benefits of claiming Social Security early should outweigh the benefits of deferral. … Continued