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Mar 26, 2021

When I Retire: Lump Sum or Pension?

As a financial advisor working in Florida, I am frequently asked “should I take a pension or lump […]

Jan 01, 2021

Where Do We Go From Here?

Business cycles have varied over time, and the data most relevant to the current period is from 1945 […]

Dec 01, 2020

Watch Out for These Financial Pitfalls in the New Year

As people move through different stages of life, there are new financial opportunities and potential pitfalls around every […]

Nov 01, 2020

Four Tips to Help Avoid Burnout While Working from Home

The coronavirus pandemic has completely changed the corporate landscape. Many companies have transitioned to having a majority of […]