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The Pro Bono Suite

Become An Educated Investor

The Pro Bono Suite is a series of educational pieces designed to help everyone become comfortable and confident about their Investment IQ. Videos, blogs, charts, articles, research make up our continuous flow of information for you.

I have selected some of our most popular articles for you below.

Check back here to find answers and get smart about the financial world around us and how to best manage your finances.

RETIREMENT

Should You Retire?

Should You Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. I have prepared a quick video for you to address this question.

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Investment Strategies for Retirement

Investment Strategies for Retirement

Years of experience have prepared us to guide you through your life transitions. Watch a 21 slide presentation about retirement and how to plan for it given the variability of the world in which we live.

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Important Birthdays Over 50

Important Birthdays Over 50

When you are older, “and-a-half” birthdays start making a comeback. In fact, starting at age 50, several birthdays and “half-birthdays” are critical to understand because they have implications regarding your retirement income.

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Women and Financial Strategies

Women and Financial Strategies

Forty-four percent of American women are the primary breadwinner in their house. Yet only 10% of women feel very confident in their ability to fully retire with a comfortable lifestyle.

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