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Information provided on this page is informational only. Nothing posted here should be considered investment advice. Please review your financial situation with a qualified financial professional before taking action. For more information please see our disclosure.

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Have a Kid? Monitor Their Credit!

Identity theft is one of the most prevalent crimes of the 21st century. Some of the more common forms of identity theft are unauthorized credit use and fraudulent tax refund claims. Another form of identity theft is called "Synthetic Identity Theft" and occurs when a criminal uses a Social Security Number in combination with fake information. Minors with no credit history are particularly susceptible to this type of identity theft.

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May The 4th Be With You - 4 Financial Lessons We Can Learn From Star Wars

Star Wars. What an incredible franchise. Its movies have captivated audiences for decades, including financial advisors. Believe it or not, we do find some time between staring at spreadsheets and reading up on the latest change to the tax code to catch up on the important pieces of pop-culture. We can all enjoy these movies, but as financial advisors, we see things through a different lens, and Star Wars is no exception. Without further ado, we would like to present to you four financial lessons we can learn from Star Wars.

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What's The Value of a Financial Advisor Anyway?

In today's digital age, almost anything you could ever want to know can be found online. Have a leaky faucet? Watch a YouTube video on how to fix it. Want to find high-interest fee-free savings accounts? Just Google it. Have the urge to learn how to code? Enroll in a free course online. With the wealth of information found on the internet this begs the question, do I really need a financial advisor?

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How Will I Ever Afford Healthcare Costs In Retirement? Maybe It's Not As Bad As We Think

We all see the startling headlines about how much healthcare costs and that it is continually going up. Fidelity recently came out with a study that estimates that a 65 year-old couple who retired in 2018 can expect to spend around $280,000 for health related expenses in retirement! This leaves many pre-retirees wondering, how am I ever going to afford that along with all my other expenses?

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