Archive | Retirement

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Navigating the Game of Life.. and Golf

 “Success depends almost entirely on how effectively you learn to manage the game’s two ultimate adversaries:  the course and yourself.” Jack Nicklaus I’ve been doing a lot of reading about golf these days, trying to understand the game better to supplement the lessons I’ve taken over the past year or so. There is so much […]

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Social Security: Managing Your Largest Asset

Does this cold, snowy winter have you thinking of quitting your job and retiring to Florida? I don’t blame you. But before you march in to your boss’s office tomorrow morning, let’s talk about managing what may be your biggest retirement asset: your Social Security benefits.   Social Security is one part of what is […]

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Part 2A & B of Form ADV: Firm Brochure