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INSIGHTS, NEWS & ARTICLES

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What's up with inflation?

Inflation seems to be top of mind for everyone these days. Whether you are feeling it at the pump or the checkout counters, there is no denying that inflation is impacting consumers and investors all over the world. But what exactly is inflation, and what causes it in the first place?

Insights Financial Planning Retirement
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7 Best Films About Retirement

I honestly can’t imagine a life without movies. There are so many different genres of films out there, and I enjoy them all! Comedy, horror, drama, action, adventure, sci-fi, westerns, superhero, retirement.....SAY WHAT, RETIREMENT? Ok, that last one is a bit of a stretch, But hey, I'm a Financial Advisor, you knew I had to go there eventually. It’s always fun to have a movie night. Here are a few of my fav's that definitely have a retirement slant to them. Can you name a few more?

Financial Planning
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6 Common Money Management Mistakes Made By Millennials

Pointing out to millennials some of the common mistakes they make when it comes to money management is always well received...not. But hey, if the Birkenstock fits, right?. Just, One or two bad financial habits could have them moving back home, so if you don't want the ManCave/She-Shed you're now enjoying turning back into their bedroom, you're going to want to pass on these tips. I kid because I have a few Millennials of my own.

Financial Planning