To Your Fiscal Good Health in 2018

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Resolve to Maintain Your Fiscal Good Health in 2018 It’s that time of year again when most of us start thinking about New Year’s Resolutions. Year after year, polls show that the most popular resolutions involve losing weight and/or exercising; in other words, improving our health. That’s smart, but don’t forget that physical and mental […]

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Meeting Your Income Needs Begins with Identifying Them

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Whether it’s pulling out of the Paris Agreement on climate change, a testimony given by the former FBI Director, or the ongoing investigation into Russia’s interference in the 2016 election, Donald Trump’s presidency has been a tumultuous one so far. Yet, for whatever reason, the stock market has remained largely oblivious to all the turmoil. […]

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INVESTING FOR INCOME 101

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       Shifting your focus to protection and income doesn’t mean completely sacrificing growth: it just means no longer making it your top priority, as it likely was in your 30s and 40s. At that age, most people have what I call a “401(k) mindset,” or a lump-sum way of thinking. That’s where you […]

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Today’s Record Market Highs Offer More Cause for Concern than Comfort

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Changing Lives Financially

Before you get too excited about the stock market hitting record highs recently, keep in mind the term, “irrational exuberance.” It was coined by former Federal Reserve Chairman, Alan Greenspan, and it is used to characterize a market that appears overvalued in relation to economic fundamentals. I believe the market has actually been “irrational” and largely out of whack with economic realities for years now. While […]

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