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Personalized Financial Services

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

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Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

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The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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