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Joel Mathews | Oct 27, 2021

Financial Decisions Made Easy with Clearly-Defined Goals

Finance
One of the best illustrated instances of indecision occurs in the story of Alice in Wonderland in which Alice comes to a fork in the road and must choose a path
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Joel Mathews | Oct 20, 2021

Are Investors Their Own Worst Enemy?

Finance
Investments
When it comes to investing, people can be their own worst enemy. Nearly all of the mistakes made by investors can be attributed to their behavior which is
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An exit sign in a modern office building
Joel Mathews | Oct 13, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Joel Mathews | Oct 6, 2021

Elections and the Stock Market: Much to Do About Nothing

Investments
It’s a presidential election year and with that comes the invariable stock market correlations seeking to predict election results or forecast the market’s
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Joel Mathews | Sep 29, 2021

Your Longevity Compounds the Inflation Risk of Your Retirement Income

Finance
Retirement
It has only been since the Baby Boomer generation began to cross the retirement threshold that we’ve had to seriously confront the new challenge of our
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Joel Mathews | Sep 22, 2021

To Rollover or Not Rollover Your 401k Plan – It Depends

Finance
Retirement
One of the biggest decisions many of our clients face is what to do with their 401k plan when they leave their employer.
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Joel Mathews | Sep 15, 2021

Is an Investment Advisor Really Worth the Investment Advisory Fee?

Finance
Investments
A recent survey indicates that an increasing number of high net worth investors are willing to pay for solid, unbiased, fee-only investment advice, which is not
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Grandmother and granddaughter knitting together
Joel Mathews | Sep 8, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Woman in a suit holding a piece of paper. She is in an office setting.
Joel Mathews | Sep 1, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Joel Mathews | Aug 25, 2021

Understanding the Money Value of Time

Finance
In the realm of financial planning, time is our most valuable asset.  It’s available to all of us, providing each individual with the same opportunity to
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Joel Mathews | Aug 18, 2021

Does Investing Inertia Have You Trapped?

Investments
Investors are prone to many behavioral mistakes that can cost them dearly. Trying to time the market, trying to pick the winners, chasing returns, trying to go
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Joel Mathews | Aug 11, 2021

Why You Need an Investment Philosophy

Finance
Investments
There are many who would suggest that, in a digitally-wired world in which information travels at light speed to all corners, the investment playing field has
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224.269.0009

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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