Retirement Planning

Retirement Planning is important for working toward meeting your future financial goals. Keeping your eye on your Retirement Plan at work is important to ensure the firm who manages your money is following the strict rules in retirement accounts.

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Financial Planning

Financial Planning is a road map to retirement and beyond. Like traveling cross country by car, if you want to be able to retire your way you need a plan. You may be able to get from Eureka, CA to Synecdoche, NY without a plan but it's a lot easier if you have one.

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Investing: Science and Art

Investing is equal parts Science and Art requiring investors to use both hemispheres of their brain. Interestingly, the left side of our brain controls language, math and logic while the right is responsible for visual imagery and imagination. As an investor you're going to need both. 

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