He has practiced a values-based method of financial planning for over 35 years and defines his job as helping people make smart choices about their money with the goal being, no matter what happens in the market, economy, or the world, they have a higher probability of achieving their goals for the reasons that are important to them.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
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How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
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Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
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