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What is Financial Planning?

Financial planning is at the core of the work we do for our clients. In contrast to pure money managers, who focus solely on investment management, comprehensive financial planning combines elements of all the services that we provide. Financial planning allows...

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Social Security – Basic Elements

In deciding when to start Social Security benefits, it is important to understand the basics. This article will address the three key components to determining your Social Security benefit – primary insurance amount, full retirement age, and when you can file for...

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