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Getting Smart with Your 2020 Benefits Enrollment

What could be the cost of ignorance? For some mistakes it could be a couple of dollars; for others, it could run into hundreds or thousands of dollars every year. Not paying attention to your enrollment benefits falls under the latter.

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Why Advisors Need Advisors

Have you ever heard the proverb about the cobbler’s children? It essentially states that the cobbler’s children, although surrounded by well-made shoes, have the most worn out shoes. Or that doctors are the worst patients? The same can be said for wealth advisors.

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Lifestyle Drift

Have you ever thought if you only made more, you would be able to save more? Most of us have, and then we spend more.

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Fall Items to Check Off Your List

With fall right around the corner, take the time to revisit your retirement accounts, eligible tax deductions, beneficiary designations, and employer benefits to ensure that you’re set up for the start of next year.

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Hiring an Advisor? Watch this first.