Resources and Information

We invite you to browse our library of articles.

How Do You Retire in a Down Market?
January 6, 2021

Many people would probably rather retire when the market is hot and their portfolio is performing well. But of course, we can’t always plan for everything. Sometimes we need to retire for health or personal reasons. At other times we feel ready to retire and simply don’t want to wait…

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Recognizing the Signs of Identity Theft
December 14, 2020

One of the most insidious aspects about identity theft is that so often, victims don’t even know it has happened to them. You might go for months or years without suspecting something is wrong, only to one day discover that your credit report contains major problems that require significant time…

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The IRS Suspends Limits on Charitable Contribution Deductions
December 7, 2020

Many of us enjoy the good feelings we experience when contributing to charities, and the tax deduction doesn’t hurt, either. Each year, those who itemize their taxes can earn a valuable deduction simply from making contributions to their favorite organizations.  We have some good news for those of you who…

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6 Ways to Build an Emergency Savings Fund
November 10, 2020

Many of us have learned about the importance of emergency savings this year. If you’ve depleted your funds, or just now realized that you should stash some cash, there is no time like the present to start up a savings account. Just follow these simple steps. Open the right type…

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