the planners
RECENT ARTICLES
July 2025
July- NEWSLETTER - 2025 Market Commentary Week in Review While last week was lighter on economic data, global headlines were anything but quiet. Trade talks between the U.S. and China took center stage, and rising tensions between Israel and Iran rattled investor...
Market Commentary | June 16th, 2025
Weekly Market CommentaryJune 16th, 2025Week in Review... While last week was lighter on economic data, global headlines were anything but quiet. Trade talks between the U.S. and China took center stage, and rising tensions between Israel and Iran rattled investor...
Market Commentary | June 9th, 2025
Weekly Market CommentaryJune 9th, 2025Week in Review... The week began with the ISM Manufacturing Purchasing Managers’ Index (PMI) report on Monday, which showed continued weakness in the manufacturing sector. The index came in at 48.5 for May, slightly below April’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
July 2025
July- NEWSLETTER - 2025 Market Commentary Week in Review While last week was lighter on economic data, global headlines were anything but quiet. Trade talks between the U.S. and China took center stage, and rising tensions between Israel and Iran rattled investor...
Market Commentary | June 16th, 2025
Weekly Market CommentaryJune 16th, 2025Week in Review... While last week was lighter on economic data, global headlines were anything but quiet. Trade talks between the U.S. and China took center stage, and rising tensions between Israel and Iran rattled investor...
Market Commentary | June 9th, 2025
Weekly Market CommentaryJune 9th, 2025Week in Review... The week began with the ISM Manufacturing Purchasing Managers’ Index (PMI) report on Monday, which showed continued weakness in the manufacturing sector. The index came in at 48.5 for May, slightly below April’s...
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