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How to Retire Early

by Rebekah Ellis | Articles, Videos

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A Home Insurance Claim: To File Or Not To File

by Rebekah Ellis | Articles

Insurance is meant to protect you against financial loss. But is it really meant to protect you...

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Is a SEP-IRA Right for Your Business?

by Rebekah Ellis | Articles

If you're like many small business owners, running your own business is an all-consuming endeavor....

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What is the Value of Your Business?

by Rebekah Ellis | Articles

In the third quarter of 2017, more than 2,500 small businesses were sold. The median sale price...

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Social Security: The $64,000 Question

by Rebekah Ellis | Articles

  One of the most common questions people ask about Social Security is when they should start...

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Get Your Family In The Loop

by Rebekah Ellis | Articles

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Benefits of a Fee-Only Advisor

by Rebekah Ellis | Articles

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What Is a Roth 401(k)?

by Rebekah Ellis | Articles

While many people are familiar with the benefits of traditional 401(k) plans, others are not as...

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Women and Financial Strategies

by Rebekah Ellis | Articles

Forty-four percent of American women are the primary breadwinner in their house.1 Yet only 10% of...

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How Will Working Affect Social Security Benefits?

by Rebekah Ellis | Articles

Tip: Rules, Rules, Rules. Different rules apply for those receiving Social Security disability...

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  • Home
  • Why We’re Different
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    • Our Promise
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  • Financial Planning
  • Portfolio Management
  • Wealth Management
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