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Ensuring your hard-earned savings is there for generations to come.

Latest From Our Blog

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Let’s Give Thanks for the Caregivers

Several years ago I went through the process of moving my parents from their home in Florida to an assisted-living facility near my home in the Cleveland area. As many of you know, this is no easy task and includes a sale of real estate; evaluating various senior communities; locating bank accounts, insurance policies, investments, deeds, wills, and powers of attorney; hiring movers; changing mailing addresses; and changing healthcare providers and medical insurance policies. Where do you find the time to take care of all of this and still take care of yourself?

Insights Retirement Planning
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Should 70 Be The New Retirement Age

Traditionally, the socially accepted age of retirement has been 65, which was the age in which you can first receive your full retirement benefit from the Social Security Administration. Does it still make sense to continue to benchmark our appropriate retirement age with when we are to receive our social security benefits? As we continue to live longer as a society, can continue to retire in our sixties and be able to fund our lifestyles for 20 to 30 plus years? If you are on the verge of retirement I hope these are questions that have come up in your most recent visit to your financial advisor.

Retirement Planning
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Staying Financially Organized

Every day we are involved in so many transactions. Each of these transactions results in some type of paperwork. It’s like we live our lives in a constant blizzard of receipts, invoices, statements, deposits and withdrawals, purchases and sales – in paper and electronic format. How can you stay organized and keep track of all these transactions? Paper-based file folders? That basket on the kitchen counter?

Financial Planning
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The Human Connection

In case you haven’t been paying attention, we are living in the beginning years of the Age of Machines. Robots, Artificial Intelligence, Drones, Self-Driving Cars, and now “Robo” Investment Advisors. And the machines can be very precise and diligent at what they do. But what they can’t be is human. Humans have qualities that, to date, escape machines. Humans have a connection to other humans. We have feelings, emotions, and an accountability to each other. This human-to-human connection can be a powerful motivator when we are attempting to change our behavior.

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Be Prepared

The Boy Scout’s motto has served me well over the 30 plus years that I have been advising families on their most important financial decisions. It has forced me to be constantly on the lookout for changing and dangerous conditions in all of my activities. Planning a family’s financial future is very much the same as planning an outdoor adventure. I am vigilantly observing the changing conditions...

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