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Politics and Portfolios

Politics and Portfolios

Many years ago, in a Berkshire Hathaway shareholder letter, Warren Buffett famously wrote “We will continue to ignore political...

Preparing to Age in Your Own Space

Preparing to Age in Your Own Space

We recently engaged in a very common financial planning discussion with a client centering around their life goals while in...

Deciding When to Retire

Deciding When to Retire

How to plan for your transition Clients usually know when they hope to retire but are often uncertain as to whether or not their...