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As we go through life we are not only on a personal journey, but a financial journey as well. Throughout the different stages of our lives, we experience different financial situations that require us to assess where we are and…
By Stephen Rossi, Sr. As I have talked with prospective clients over the past few decades, I am constantly surprised by how many accomplish a plan for their future by simple guessing. I regularly hear phrases like “I think I…
By: Tom Kirk An Avoidable Financial Trap You’re in your mid-forties, having labored for about half your working life. But when you look at what you have saved so far it is nowhere close to the amount you think you…
