the planners
RECENT ARTICLES
Market Commentary | October 13th, 2025
Weekly Market CommentaryOctober 10th, 2025Week in Review... The ongoing government shutdown has created a data vacuum, delaying key economic reports and clouding visibility for the Federal Reserve ahead of its next meeting. Markets now face the unenviable task of...
October 6th, 2025
Weekly Market CommentaryOctober 6th, 2025Week in Review... Last week’s economic data painted a mixed picture of the U.S. economy. August’s pending home sales surged by 4%, far exceeding the forecasted 0.2%, signaling continued strength in the real estate market. The...
September 29th, 2025
Weekly Market CommentarySeptember 29th, 2025Week in Review... The week began with key sentiment data from the S&P Global Manufacturing and Services Purchasing Managers’ Indices (PMIs). Both readings came in slightly below market expectations and last month’s...
The 10-15 years before retirement are exciting for us financial advisors. It’s the time to get all of your ducks in a row, so to speak, so that your transition into retirement comes as smoothly as we think it should.
During this time, we can evaluate your income needs today and at your desired retirement age to see if you are on track. We will consider your:
Retirement accounts
Real estate holdings
Business assets
Life insurance policies
Tax situation
Now might be the right time to look into long-term care insurance as well as to take steps to think about your estate planning needs and goals.
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We’re happy to help.
RECENT ARTICLES
Market Commentary | October 13th, 2025
Weekly Market CommentaryOctober 10th, 2025Week in Review... The ongoing government shutdown has created a data vacuum, delaying key economic reports and clouding visibility for the Federal Reserve ahead of its next meeting. Markets now face the unenviable task of...
October 6th, 2025
Weekly Market CommentaryOctober 6th, 2025Week in Review... Last week’s economic data painted a mixed picture of the U.S. economy. August’s pending home sales surged by 4%, far exceeding the forecasted 0.2%, signaling continued strength in the real estate market. The...
September 29th, 2025
Weekly Market CommentarySeptember 29th, 2025Week in Review... The week began with key sentiment data from the S&P Global Manufacturing and Services Purchasing Managers’ Indices (PMIs). Both readings came in slightly below market expectations and last month’s...
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