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Category: Education


Here’s the Number 1 reason why seniors work well into retirement 

Darla Mercado | CNBC | Oct 9th, 2019
Category: Education

If you’re still working well into your 60s, odds are you’re doing so to bolster your finances. More than 6 out of 10 people polled by Provision Living

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The Seven-Year Auto Loan: America’s Middle Class Can’t Afford Its Cars 

Ben Eisen & Adrienne Roberts | WSJ | Oct 1st, 2019
Category: Education

Walk into an auto dealership these days and you might walk out with a seven-year car loan. That means monthly payments that last well past when the brake pads

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Understanding Tax-Advantaged Retirement Plans 

Peter Neeves | CentSai Sensei | Sep 26th, 2019
Category: Education

6 second take: Can you tell the difference between Roth and traditional retirement plans? Do you know what kind of account is best for your needs? Get the lowdown. Not

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Consumers must deal with more red tape to get cash from Equifax settlement 

Kelly Tyko | USA TODAY | Sep 10th, 2019
Category: Education

Consumers must jump through some more hoops to get a cash payout from the huge Equifax data breach settlement. To get up to a $125 payment, many people must verify

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5 ways financial planners can help freelancers and creatives build wealth 

Jackie Lam | Business Insider | Sep 4th, 2019
Category: Education

Freelancing creatives and artists have a bad rap when it comes to money. Many of them shun it, avoid dealing with it, or aren't sure how to make more of it.

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A golfer wouldn't play a course with just one club in his bag. In the same way, asset classes help you diversify and optimize your portfolio.


Think of us as your personal quarterback to help you navigate and mitigate the blindsides of life.


A great chef tastes as he cooks for the best result. A great financial planner checks in to make sure you're on course and adjusts along the way for the best result.