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FINANCE

services from a financial professional
Money, News, Success

What Services Are Baby Boomers Looking For When They Engage A CFP® Or Other Financial Professional?

We often talk about how financial professionals –  including CERTIFIED FINANCIAL PLANNER™s such as myself – can help you work … 1474
how rich are you
Money, News, Success

How Rich Are You Compared To The Rest Of Americans?

While you may not strive to keep up with the Joneses, you may still wonder how your investments and savings … 3557
2018 tax cuts
Money, News, Success

Politics Aside, The 2018 Tax Cuts Are Working

It’s been nearly nine months since President Trump enacted the Tax Cuts and Jobs Act. So, how has this major … 3478
News, Success

New Beginnings: Capital Investment Advisors Move To A New Office

After nearly two decades, Capital Investment Advisors is moving to a new office. It’s the beginning of an exciting new … 5306
retirement lessons
Money, News, Success

Retirement Lessons Investors Can Learn From The Great Recession

We all remember the Great Recession. This harrowing time saw Lehman Brothers go bankrupt, the government takeover of Fannie Mae … 6123

FINANCE

services from a financial professional
Money, News, Success

What Services Are Baby Boomers Looking For When They Engage A CFP® Or Other Financial Professional?

We often talk about how financial professionals –  including CERTIFIED FINANCIAL PLANNER™s such as myself – can help you work … 1474
how rich are you
Money, News, Success

How Rich Are You Compared To The Rest Of Americans?

While you may not strive to keep up with the Joneses, you may still wonder how your investments and savings … 3557
2018 tax cuts
Money, News, Success

Politics Aside, The 2018 Tax Cuts Are Working

It’s been nearly nine months since President Trump enacted the Tax Cuts and Jobs Act. So, how has this major … 3478
News, Success

New Beginnings: Capital Investment Advisors Move To A New Office

After nearly two decades, Capital Investment Advisors is moving to a new office. It’s the beginning of an exciting new … 5306
retirement lessons
Money, News, Success

Retirement Lessons Investors Can Learn From The Great Recession

We all remember the Great Recession. This harrowing time saw Lehman Brothers go bankrupt, the government takeover of Fannie Mae … 6123

MONEY

ADVENTURE

u.s. cities to retire

The Top 5 Cities To Retire In The U.S.

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SUCCESS

american wills
items to address before retirement

The 5 Most Important Items To Address Before Retirement

4740