Blog

Comfort in Context

You can have the best financial strategy, best investment portfolio, or the best estate plan, but if you’re not comfortable, what have you really accomplished?

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The Necessaries of Financial Planning

So, when it comes to your retirement planning, what are some examples of “necessaries?”

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Are We a Perfect Fit? Wealthcare for Women Case Study Series: Married Couple Preparing for Retirement

Welcome to our case study series! Today, we're talking about married couples preparing for retirement.

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Are We a Perfect Fit? Wealthcare for Women Case Study Series: Women Dealing with Divorce

On today's case study series, we'll be talking about working with women dealing with divorce.

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Are We a Perfect Fit? Wealthcare for Women Case Study Series: Working with Widows

Hi readers, and welcome to a unique series where I dive into the types of clients I serve best at Wealthcare for Women.

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The Magic of Compounding Dividends

Total return investing is what I recommend and how I invest personally.However, there is one dividend investment strategy that I support and recomend.

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How Money Evolves Over Our Lives

But for many this is easier said than done as lifestyles have a way of keeping up with - or sometimes exceeding - our growing incomes.

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Why Bonds?

Despite President Biden's insistence that his plan is to only increase income taxes for those making more than $400K per year, we're all paying a higher tax.

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Creating a Paycheck in Retirement

No matter what line of work you're in, after retirement, your paycheck is going away. How do you create a paycheck in retirement?

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