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Financial Planning – It’s what we do
Financial Planning Success Your financial success depends on a well thought out financial plan that is updated annually. As your…
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Don’t let long term care costs destroy your retirement
When we construct a financial plan for our clients we always ask about long term care because we often hear…
Mutual Funds, What are They? David Cross, US-AM
What is a mutual fund? Mutual funds were invented over 100 years ago to serve the needs of small investors…
Bonds, what are they?
What is a bond? A bond is a loan. How is that for simple? Bonds are commonly referred to as “fixed-income”…
Stock, what is it? David Cross, US-AM
Stock is a share or percentage of ownership in a company. Owners are entitled to a share of the company’s…