Pension or Lump Sum?
By David Cross, CPM®, CDFA®, CRPC® David.Cross@us-am.com If you’ve been in the workforce for some time, you may have accumulated…
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Financial Calculators
Financial calculators assist users with forecasting their financial future by performing commonly used calculations in business and commerce. Below are…
Do I have enough to retire?
“How do you think we’re doing for people our age?” This is the question I’m often asked when interviewing a…
Smarter Strategies When You Sell Your Business
Over the years, I have helped several business owners with financial planning and investment issues involved in the sale of…
The 2 most important things you need to reach your investment goals
I am often asked by people interviewing my company how to be successful at investing. Most think the driving force…
Retirement Planning Success
Listen to a brief story of a couple who retired and did not know if they had enough money to…
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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…