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Happy Thanksgiving 2021!

Wishing you, your family, and friends a Thanksgiving holiday full of warmth, giving, and togetherness! Thank you for giving us the opportunity to help you make your financial dreams tomorrow’s reality! We are grateful for your trust and support, and wish you all the best for the holiday season.

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Considering A Move To A Retirement Community?

A shout out to one of our very astute clients for recommending a great consumer guide for people who may be considering a move to a retirement community. It’s called the Consumer’s Guide to Continuing Care Retirement Communities, and it’s issued by the National Continuing Care Residents Association. That’s a non-profit organization of residents and prospective residents of […]

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On Veterans Day 2021: Honoring All Those Who Have Served

I had the honor yesterday of talking with one of our clients who had served in the Korean War, and thanked him for his service. On this Veterans Day 2021, we would like to recognize and thank all our military and their families, who sacrifice so much to keep our country safe and strong!

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Buying A Home Or Refinancing? When A 30-Year Mortgage May Not Be The Best Choice

Buying a new home or refinancing? You’ve probably wondered whether you should get a mortgage, and if so, what kind? That’s one of the most common questions we get from clients. Veteran financial reporter Jeanne Sahadi did a great job exploring the topic for CNN in an October 21 article for CNNBusiness. We talked to her […]

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Worries Abound, But Stocks Notch Sixth Straight Quarter Of Gains In 3rd Quarter

Stocks were weighed down in September by uncertainties over COVID, the debt ceiling, future tax policy, inflation and interest rates, causing them to pull back from early September highs. The large-cap S&P 500 stock index ended down for the month of September, marking the benchmark’s most challenging month since March 2020. The S&P 500 index […]

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George Washington University Panel Explores Financial Literacy Challenges

Only 24 percent of millennials understand basic financial topics. Without a fundamental understanding of financial concepts, people find it difficult to make informed choices about saving, investing, borrowing, and more, and that puts them at risk in a system, like ours, that expects people to be responsible for their own retirement savings and financial well-being. Mari participated […]

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Moving Into Your First Apartment? Here’s How To Manage The Costs

There are few rites of passage more exciting than moving into your first apartment. We were interviewed by Kimberly Lankford, in an article for GoBankingRates and Yahoo Finance, to discuss how much that newfound freedom can cost you, and smart ways to budget for the full range of first apartment expenses. “Keep in mind the […]

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Congratulations To Scott Weigel On Earning His CFP® Certification!

Warm congratulations to our Boca team member Scott Weigel on earning his CERTIFIED FINANCIAL PLANNER™ certification and the right to use the CFP® marks! Scott recently passed the rigorous CFP® Certification Examination and met other requirements needed to earn the certification. We’re thrilled to recognize this significant achievement and Scott’s hard work! What’s involved in becoming a […]

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Start Planning Now For Long-Term Care Needs

More than two-thirds of 65-year-olds will need some type of long-term care in their lifetime, and that care can be extremely costly, writes Rivan Stinson for Kiplinger Personal Finance magazine. Rivan recently interviewed Mari for her in-depth expose on planning for long-term care costs.  The first challenge is knowing whether you should buy long-term care […]

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Is Inflation Bad? Not Always  

Is Inflation Bad? Not Always  

Is inflation always a negative? Mari was interviewed by  journalist Kimberly Lankford for an article on Yahoo Finance about how inflation can actually be a plus for your finances.   Inflation can lead to higher Social Security payouts, for example, and can push up short-term interest rates, like those that govern how much you can earn on your bank and […]

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