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Joel Mathews | Jan 5, 2022

The Art and Science of Asset Allocation

Finance
Investments
Many investors have heard the term “asset allocation” at one time or another. From the first time we sign up for a 401k plan at the office all the way through
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Joel Mathews | Dec 29, 2021

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Joel Mathews | Dec 22, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Joel Mathews | Dec 15, 2021

What are your Portfolio Performance Expectations?

Finance
Investments
In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling Cheshire Cat appears and asks her what
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Joel Mathews | Dec 8, 2021

Establishing Goals for Your Estate Plan

Finance
Most people think estate planning is only for wealthy people.  Certainly, the 55% of Americans who died without a will thought so, even though all of their
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Joel Mathews | Dec 1, 2021

Intelligent Options for College Savings

Education
Finance
College
Savings
Family
If you are the parents or grandparents of a child of any age chances are good that the escalating costs of higher education are on your mind.
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Joel Mathews | Nov 24, 2021

Are My Social Security Benefits Taxable?

Finance
Retirement
The quick answer is “it depends.”  But, for the 33 percent of retirees who now rely more heavily on their Social Security benefits to sustain their lifestyle
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Joel Mathews | Nov 17, 2021

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Joel Mathews | Nov 10, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Joel Mathews | Nov 3, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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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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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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