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Applying science to organize order from chaos

Innovation. Expertise. Perspective. Care.

The Search for Certainty Thumbnail

The Search for Certainty

The anxiety caused by both a volatile stock market and an existential threat to our health transcends anything most of us have experienced. It’s very frustrating when we turn to “experts” and they can’t provide answers.

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The SECURE Act and You

Yesterday, Congress passed the SECURE Act. Since you may hear about this Act as the “Biggest Retirement Bill in More than a Decade” we wanted to share our initial thoughts with you.

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Protecting What’s Yours Thumbnail

Protecting What’s Yours

Three tools you can use to protect your health and wealth care interests while you are alive: (1) the financial power of attorney, (2) the trusted contact, and (3) the healthcare advance directive (including a living will and healthcare power of attorney).

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Good Advice Thumbnail

Good Advice

In today’s climate of free financial plans, $0 fund pricing and automated investment management tools, you may wonder whether you still need a living, breathing financial adviser.

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