Latest articles by Tony Drake, CFP®, Investment Advisor Representative
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Inflation Getting You Down? 3 Simple Tips to Navigate the Anxiety
From being strategic about spending (make a grocery list!) to delaying Social Security benefits, you can mitigate inflation’s impact on your retirement.
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4 Steps to Take if You Lose Your Job Near Retirement
Being let go from a job later in life can lead to financial disaster, but there are some things you can do to help lessen the damage.
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What to Look for in a Financial Adviser
We all want to reach retirement age confident we have the means to live a comfortable and enjoyable life, and choosing a financial adviser is one of our most critical decisions.
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3 Key Ways You Can Help a Child or Grandchild Pay for College
college Options such as 529 plans, education savings accounts and tax-free gifts can ensure you don’t carry a child’s student loan debt into your golden years.
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What Rising Interest Rates Mean for You
interest rates With inflation continuing to grow, the Federal Reserve’s battle against it isn’t ending anytime soon. This means higher interest rates making it harder for families and businesses to borrow money. Balancing inflation and interest rates is a complex issue, and it has a big influence on your wallet.
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Is A Recession Looming? Why History Says We Shouldn’t Panic
investing From rising interest rates to battle growing inflation and supply chain issues that don’t show any hint of resolving, warning signs of a recession are becoming hard to ignore. Despite the state of our current economy, there are many reasons not to panic about a possible recession.
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Retirement Comfort: How to Avoid Running Out of Money
retirement planning When it comes to retirement planning, one thing all of us worry about is whether we will have enough money to last. Financial professionals can help you plan for retirement now and ensure your money lasts through your golden years.
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Education is Key: 3 Financial Lessons for Retirees Nearing Retirement
retirement planning When it comes to retirement planning, educating yourself can keep you from making big mistakes. Here are three key lessons that everyone preparing for their golden years should know.
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3 Strategies to Help You Plan a Successful Semi-Retirement
retirement If you’re ready to retire but don’t want to leave the workforce entirely, semi-retirement might be a good option for you. Before you take the leap, there are strategies that can help you navigate this lifestyle.
