This is a follow-on to the COVID-19 related communications my Firm has had with our Clients in March 2020.
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Clearly, the Corona-Virus pandemic is not cemented in history as the next great crisis. Unlike the last one - the Financial Crisis of 2008-09 - there is a real
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Automated calls - i.e. Calls from Robots - are estimated to make up nearly half of every phone call in my United States. Fortunately, there are some relatively
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With the Tax Cuts and Jobs Act of 2017, there came along with it a sea of tax changes, some of which impacts charitable giving.
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The Roth IRA is a particularly attractive account for retirees. Leaving aside how the money may have arrived in one's Roth IRA Account, the funds within the
We venture back 40 years to June, 1979 where a young Pope John Paul II, the 264th Pope overall and first non-Italian Pope in centuries, is less than one year
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Anti-Fragile: Things That Gain From Disorder by Nassim Nicholas Taleb offers up some significant lessons in his writing on resiliency, and how it relates to
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Taxes are a four letter word for most people. In my service as a financial professional, income taxes — or of any kind for that matter — are one of the more
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With defined benefit pensions nearly gone from the landscape in the United States, tax-preferenced defined contribution Retirement Accounts have become the
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Insurance, particularly Life Insurance, is not at the top of anyone's favorite things to deal with.
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Everyone's financial and personal situation is unique. Regardless of the individuality, a common document list is needed to start the process.
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Understanding the risks assumed in your financial life is an all-important exercise.
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