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Women: This Is What Your Future Health Care Will Cost

Women, wondering how much you need to set aside to cover your health care costs in retirement? The amount you’ll need is a cool $156,000. That’s the amount a healthy 65-year old woman will need to save to have a 90 percent chance of covering her total health costs in retirement (note: this amount EXCLUDES […]

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Quote Of The Week: Want To Make A Million? Beware Lifestyle Creep

Love this quote from financial writer Sandy Block. It helps explains why the biggest earners we work with aren’t necessarily those with the biggest portfolios… “One of the biggest barriers to reaching the $1 million milestone isn’t a stock market meltdown or even a brief period of unemployment. It’s something financial planners call lifestyle creep – […]

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Meet Adriana Agosto

Meet Adriana Agosto, who recently joined our firm as Client Services Associate. Adriana has over 13 years experience in banking and finance, working for industry leaders like Wells Fargo, Bank of America and Chase in personal banking and customer service. Her specialty is building lasting relationships with high net worth clients and helping them with […]

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Quote Of The Week: How Stocks React To Global Crises

Worried about how your portfolio will react to growing global turmoil? Here’s some research that may put you at ease: “History shows that after an initial dip, share prices tend to bounce back smartly.” “Fears about global turmoil may be misplaced. Over the past several decades, geopolitical crises have seldom had a lasting impact on […]

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Under My Umbrella

Rihanna’s not the only one to appreciate a good umbrella in bad weather. Many people should look into purchasing an umbrella insurance policy to keep their assets safe. It can provide a lot of protection for not a lot of money. We recently talked about this easy way to protect your assets with financial columnist […]

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Grandma Gets A Job

Older American women are working more than ever, says Quartz, a digital business-oriented news outlet. Chalk it up to Baby Boomers who haven’t saved enough and are afraid of running out of money. By 2024, there will be twice as many women over 55 in the labor force as women aged 16-24. There are lots […]

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Procrastinating On Your Estate Planning? This Will Scare You Straight

Have you been putting off doing your estate planning? Here’s a story that will scare you straight. Susan B. Garland of the New York Times writes about a family who learns first hand what can happen when a loved one fails to plan for incapacity. North Carolina-resident Terri Black stepped in when her widowed father […]

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Holy Cybersecurity! How A Leading Bank Exposed 50,000 Top Customers

Holy Data Breach, Batman! Wells Fargo stunned regulators and clients earlier this month when it revealed that it had accidentally leaked the intimate financial data of 50,000 of its wealthiest clients. As part of a separate and unrelated lawsuit, Wells inadvertently sent opposing lawyers 1.4 gigabytes of confidential data containing names, Social Security numbers and […]

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Millennials: Looking For The Perfect Dog House

We’ve all heard how millennials are slow to buy homes, as they’re weighed down by student debt and more at ease renting or moving back home with mom and dad. Well, it looks like things are finally changing. The reason behind that change is a cold nose and a fluffy tail. One third of millennials […]

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Service Members Get Mortgage Boost From VA Loans

If you are a current or former service member, you’ll want to check out this article on VA loans by Robyn A. Friedman for The Wall Street Journal. “Some VA loans require no money down, have no mortgage-insurance payments and can have lower interest rates and closing costs than conventional mortgages,” says Friedman. It’s a […]

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