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Blog Posts
Estate Planning: What and When to Communicate With Your Beneficiaries
Market Outlook for 2019: Stay Focused on the Long Term
5 No-Brainers to Maintain Good Credit
When Introspection Intersects With Investing
Signs the Economy May Slow – But Not Necessarily Go Into Reverse
The One Question Joe Duran Lives By
Joe Duran Says This Factor is Today's Biggest Market Threat
Real-Life Consequences of Insurance Protection
The Life-Changing Value of Mentorship
Being a Millionaire is Not What it Used to Be
Financial Concerns Women Continue to Face Today
Managing Risk Means Managing Expectations
The Importance of Travel Insurance
10 Steps to Transform Your Financial Life
Unanticipated Consequences of the Tax Cuts and Jobs Act
Some Businesses are Eligible for a Major Tax Deduction
Why You Fight with Your Partner About Money and How to Fix it
4 Things I Learned Starting a Family Later in Life
Why is Finding a Simple Recession Indicator Difficult?
Major Changes are Coming in Retirement Planning
Market Commentary: “Markets Can Overreact in the Short Term”
Market Commentary: "The S&P 500 Index Hit a Record High in April"
Market Commentary: "Markets Go in Cycles"
Market Commentary: Stocks Back Into Record Territory
The SECURE ACT Passes the House in Congress
Changes Ahead for the Insurance Industry but the Sky Isn’t Falling
Market Commentary: "Policy Developments Create Sharp Shifts"
Concierge Services a Vital Part of Long-Term Care Insurance
Discover Your MoneyMind and Improve Your Financial Life
Successful Investing Requires an Expert Team of Advisors Supporting Investors Focused on Long-Term Objectives
Market Commentary: "The Sunnier, More Optimistic Outlook Propelled Stocks"
Fireworks in July: Trade Wars and Rate Cuts
Securing Vital Records and Accounts
Heatwaves in August: Trade War Escalates, Uncertainty Rises
How Could My Investment Decisions Impact My Retirement?
Weighing the Benefits and Potential Tax Consequences of Annuities and Life Insurance
Winds of Change: Stocks Rebound, Political Uncertainty Rises
Create a Savings Plan That Supports Your Dreams and Goals
How Much Do You Need to Retire?
Create a Spending Plan You Love