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Choosing a Retirement Plan that Fits Your Business

by Rebekah Ellis | Articles

One survey found that 79% of small business owners expect at least some of their retirement income...

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What the New Tax Bill Means for You

by Rebekah Ellis | Articles

The enactment of the Tax Cuts and Jobs Act represents “the most sweeping overhaul of the U.S. tax...

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Thinking of Retiring Abroad?

by Rebekah Ellis | Articles

According to a 2017 report from International Living Magazine, Mexico tops the list of places to...

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Turn Your RMD Into a Charitable Donation

by Rebekah Ellis | Articles

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Put It In A Letter

by Rebekah Ellis | Articles

Tip: Contact Information. A letter of instruction might include contact information for...

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Eight Mistakes That Can Upend Your Retirement

by Rebekah Ellis | Articles

Pursuing your retirement dreams is challenging enough without making some common, and very...

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May your days be merry and bright …

by Rebekah Ellis | Articles

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Fallen Tree Damage—Who Pays?

by Rebekah Ellis | Articles

As a homeowner, are you responsible for the damage caused by a tree on your property that hits...

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Bitcoin 101

by Rebekah Ellis | Articles

If you look up “currency” in Merriam-Webster, you will find it defined as “the money that a...

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Critical Estate Documents

by Rebekah Ellis | Articles

Financial Documents Joint Ownership Durable Power of Attorney Living Trust What does it do?...

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  • Home
  • Why We’re Different
  • About Us
    • Our Promise
    • Our Team
    • Press & Recognitions
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  • Financial Planning
  • Portfolio Management
  • Wealth Management
  • Real Estate Development
  • Articles