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Quarantined at Home?

Budgeting Tips Certified Financial Planner CFP Estate Planning Financial Advisor Financial Planner Financial Planning Financial Services Health Benefits Investment Advice Investment Planning Recession Registered Investment Advisor Retirement Advice Retirement Planning RIA Wealth Management April 6, 2020 Author: Deborah Doyle

Quarantined at Home? Financial Tasks to do During Quarantine: We understand that this is a difficult time for everyone. As the COVID-19 pandemic sweeps the world, you are likely spending more time than ever at home now. With money at the top of mind for many during this time, you may be wondering what you […]

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Congress Passed a Stimulus Package – Now What?

Budgeting Tips Certified Financial Planner Employee Benefits Financial Advisor Financial Planning Financial Services Health Benefits Investment Advice Medicare Registered Investment Advisor Retirement Planning March 27, 2020 Author: Deborah Doyle

Congress Passed a Stimulus Package – Now What? We understand that this is a difficult time for everyone, and it can be overwhelming trying to understand the impact of COVID and the actions being taken as a response. Congress recently had a unanimous vote to pass a historic $2 trillion stimulus package called the Coronavirus […]

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Coronavirus and the Markets

Certified Financial Planner CFP Estate Planning Financial Advice Financial Advisor Financial Services Health Benefits Investment Advice Investment Strategy Life Insurance Long Term Care Medicare Recession Registered Investment Advisor RIA Uncategorized Wealth Management March 12, 2020 Author: Woody Derricks

Coronavirus and the Markets We hope you’re healthy and holding up well with the news regarding the markets and the coronavirus. Much of the panic in the news and markets comes from the fact that nobody knows how bad the coronavirus will be.  Unfortunately, when the markets are nervous, they tend to go down quickly. […]

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Aging at Home as Part of a Village

CFP Estate Planning Financial Advisor Financial Planner Financial Planning Financial Planning for Women Financial Services Long Term Care Registered Investment Advisor Retirement Advice Retirement Planning RIA Wealth Management February 26, 2020 Author: Deborah Doyle

Aging at Home as Part of a Village The Baby Boomer population is aging which means .retirement is on the horizon. Many are giving more thought to where they will be living during retirement years, accessibility to medical care, and social circles. Many seniors preferring to “age at home” rather than a typical nursing facility. […]

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What the SECURE Act Means for You

CFP Financial Advice Financial Planner Financial Planning Financial Services Investment Advisor Kids Financial Registered Investment Advisor Retirement Planning RIA Tax Planning Wealth Management December 30, 2019 Author: Deborah Doyle

What the SECURE Act Means for You As of January 1, 2020, many changes from The SECURE Act will become effective. Some of the more notable changes that could impact your financial future involve the following: Major Changes by New Law: Required Minimum Distributions (RMDs) Start at 72, not 70 ½ Traditional IRA Contributions After […]

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How to Conquer your Financial New Year’s Resolutions

Financial Advice Financial Advisor Financial Planner Financial Services Investment Planning Investments Registered Investment Advisor Tax Planning December 30, 2019 Author: Deborah Doyle

2020 has arrived and with that we enter a new decade with new goals and new priorities. Now like some of us, your New Year’s resolution may be the same each year. If this is the case, it turns out that this year you might actually accomplish it. While research studies show that half of […]

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How to use Artificial Intelligence During your Job Search

CFP Financial Advice Financial Advisor Financial Planner Financial Planning Investment Advisor Registered Investment Advisor July 2, 2019 Author: Deborah Doyle

How to use Artificial Intelligence During your Job Search Recruiting has drastically changed over the last few years. Employers today are increasingly using artificial intelligence (AI) to sort through resumes for each job opening. AI allows companies to instantly search through resumes to find the applicants that best match what they are seeking. While this […]

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Things to Look for When Buying a Retirement Home

Certified Financial Planner Financial Advisor Financial Planner Investment Advice Investment Planning Registered Investment Advisor Retirement Advice Retirement Planning June 4, 2019 Author: Deborah Doyle

Retirees enjoy the freedom to move wherever they desire without a job or young family tying them down to their current location. Retirees often move during retirement, with a decent portion moving out of state. However, there are many things to consider before you book those movers and sell your house. Before selecting your dream […]

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What is a Registered Investment Advisor? – Infographic

Registered Investment Advisor RIA December 8, 2017 Author: Woody Derricks

What is a Registered Investment Advisor? A Registered Investment Advisor – or RIA – is a firm that manages assets and provides investment advice. RIA’s may house investment advisors with a designation such as Certified Financial Planner, Chartered Financial Analyst, or Personal Financial Specialist. There are many benefits of working with a Registered Investment Advisor […]

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Investment Advice: The Benefits of Working with a Registered Investment Advisor

Financial Advisor Investment Advice Registered Investment Advisor RIA May 15, 2017 Author: Woody Derricks

Whether you are a high-net-worth individual or a mid-size institution, it can be difficult to develop an investment strategy and oversee your investments – especially as your portfolio grows and becomes more diverse. Because of this, many people seek investment advice through a third party. Not all advisors are equal, though, when it comes to […]

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