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24Apr 2019

Written by Dan Mules, CPA According to Northwestern Mutual’s 2018 Planning and Progress Study, almost 8 out of 10 Americans say they’re concerned about not having enough money for retirement. The good news is that it is never too late (or too early) to start contributing to your retirement nest egg. There are a lucky […]

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10Apr 2019

Written by Gregory Palacorolla, CFP ® We live in a fast-paced world with unforgiving schedules and unfortunately, limited time for deep dive analysis when it comes to our personal lives. As a result, sometimes rather than build intense data-laden spreadsheets, we choose to utilize general rules of thumb when making our financial decisions. Financial rules […]

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21Mar 2019

Written by Thomas M. Geier, CPA, CFP ®, PFS We are all creatures of habit. Habits are the regular tendencies we have, whether good or bad, that can be difficult to break or even just modify. While all our financial situations are different, we all have the ability to improve upon them. The first step […]

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07Mar 2019

Written by Thomas M. Geier, CPA, CFP ®, PFS Over the years, Social Security has been a vital force in contributing to the security of Americans. It has acted as a formidable barrier to poverty for many as they enter their later years. This treasured government program has now become the latest target for fraudsters […]

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