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Retirement Focus: It’s About Cash Flow
I was recently having an in-depth conversation with one of my clients, and he said perhaps one of the truest statements I’ve ever heard...
Feb 6, 20154 min read
Will You Have Retirement Regrets?
I can still remember the first time I heard a “Retirement Regrets” conversation. It was almost 4 years ago, and my wife and I were...
Dec 11, 20145 min read
7 Ideas to Consider before taking your Pension as a Lump Sum
Workers with substantial pension benefits are becoming the white whales of the retirement planning community. Since the dawn of defined...
Oct 15, 20146 min read
Credit Spreads: High Quality Ideas Using Low Quality Bonds
On July 18, 2013, the City of Detroit filed for bankruptcy. This gives Detroit the dubious honor of being the largest US city ever to...
Jun 25, 20147 min read
The Wisdom of Warren Buffett
“American business will do fine over time. And stocks will do well just as certainly, since their fate is tied to business performance....
Jan 30, 20142 min read
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