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I'm thrilled to share another successful year in our collective journey toward achieving your most meaningful financial goals. Our plan and portfolio remain

As of age 62 you may be eligible to claim Social Security benefits. When to begin taking Social Security benefits requires careful consideration and planning

Your 50th birthday is a big one! Please consider a move that other savvy investors like you are making at this time: Retirement Account Catch-Up Contributions.

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Baby boomers in the U.S. are set to bequeath $68 trillion in wealth by 2043, as part of the Great Wealth Transfer. Much of that will be left to Generation X and