Blog
Pension Alert! That Lump Sum Estimate Is About To Go Down!
For a number of Americans, having access to a qualified pension plan has been the golden meal ticket to retirement. Whether you're a county, state or private company employee, having a pension was your reward for sticking with the...
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Why Your Small Business Can Benefit From A Financial Advisor
As a business owner, you most likely have little time or energy to research financial issues on your own. Working with a CERTIFIED FINANCIAL PLANNER™ professional can allow you to focus on...
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Is inflation really that bad?
Inflation is real, it's here and it's rising. But is it bad? There's a lot of talk of inflation recently. We've all seen the price hikes and felt it in the pocketbook. But let's look at what it is and it is not. Let's also remove the...
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Is a California Long-Term Care Payroll Tax On the Horizon?
Unless you’re a resident in the state of Washington, you’ve probably never heard of the WA Cares Fund. This is a first-in-nation public insurance program signed into law back in 2019 in the state of Washington. The program...
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