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Psychology of Money: Managing Emotions During Market Swings

Understanding the psychology of money and focusing on what you can control, you can make informed decisions and look to build lasting wealth.

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Asset Allocation 101: Balancing Risk and Reward

For investors in Peoria, Tucson, and Sierra Vista areas, successful long-term wealth building can start with understanding asset allocation.

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Understanding Medicare: A Guide for Open Enrollment

Open enrollment for Medicare is approaching, making this the perfect time to get acquainted with your options!

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Why You Shouldn’t Rely Solely on Social Security for Retirem

While Social Security is an important part of many retirement plans, depending on it as your main source of income could be risky.

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Tips for Talking to Your Partner about Money

Discussing money with your partner can feel like a daunting task, but it doesn’t have to be!

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Stress Testing Your Estate Plan: A Critical Step in Securing

Your estate plan plays a vital role in achieving your goals. But have you considered how it would truly function if it had to go into effect today?

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