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Make Your Money Matter

Jul 30, 2021

In sports, defense wins championships. And in retirement investing, diversification wins exotic vacations and a fulfilling retirement.

When you’re young, you have room to play offense and take risks. But in retirement, these risks could bankrupt your portfolio in a hurry. How do you protect your portfolio while...

Jul 23, 2021

There’s a popular retirement advertisement that asks “what’s your retirement number?” Most retirees agree that having a higher retirement number through saving is better than having a lower number. 

And while that’s true, it misses the mark about the most important retirement aspect: 


Jul 16, 2021

If you've ever invested or talked about the market, you've likely heard about the “Dow Jones.” Yet, few people have an understanding of what that is or how it started.  

The Dow watches over some of the biggest and most prominent companies in the country. Paying attention to them is the only way to make sure...

Jul 9, 2021

Looking for the best financial advisor is more complicated than you think. And you're going to have a lifelong relationship with them, you need someone who is about more than the numbers.

Having a plan that never runs out of cash starts with an advisor who knows how to best serve you. Having a happy and...

Jul 2, 2021

To avoid running out of money in retirement, you have to be realistic about how much you save and spend. And if you aren’t realistic with your money, the entire plan could fall apart.

Retirement is about knowing how much you need, not how much you make right now. And most people spend their entire lives building...