Wealth Creation

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The True Cost of Gray Divorce

Typically, the longer you've been together, the more assets you've acquired, and the more expensive the process. I've seen couples spend $200,000 in legal fees. And you have less time to recover financially from divorce the closer you are to retirement.

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Contributing Adviser

Five Ways to Ponzi-Proof Your Retirement

Kirk Cassidy, Investment Adviser
Contributing Adviser
Contributing Adviser

This Will Make You Rethink Your Dividend Investing Strategy

Eric Ervin, Investment Adviser Representative
Contributing Adviser
Contributing Adviser

What's the Big Deal About Health Savings Accounts?

Michael Woloshin, Investment Adviser Representative
Contributing Adviser

6 Hidden Benefits of Consulting in Retirement

Michael Yoder, CFP®, CRPS®
Contributing Adviser
Contributing Adviser
Contributing Adviser
Contributing Adviser
Contributing Adviser
Contributing Adviser

Businesses Need Asset Protection, Too

Jeffrey M. Verdon, Esq.
Contributing Adviser
Contributing Adviser
Contributing Adviser

Put Politics Aside and Consider Trump’s Tax Plan a Gift

Pete A. Lang, Investment Adviser Representative
Contributing Adviser

Small-Business Owners’ Biggest Retirement Mistake

Nick Giacoumakis, IAR/Investment Adviser, CEPA
Contributing Adviser

It's Time for the Tax Talk

Josh Leonard, Investment Adviser
Contributing Adviser

4 Must-Dos Before Retirement

Evan T. Beach, CFP®, AWMA®
Contributing Adviser
Contributing Adviser
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Did You Plan Your Retirement as Well as Your Vacation?

Mark Pruitt, Investment Adviser Representative
Contributing Adviser
Contributing Adviser

Does Life Insurance Deserve a Place in Your Retirement Portfolio?

Zach Gray, Investment Adviser Representative
Contributing Adviser
Contributing Adviser

It’s Time to Flip Your Financial Focus

Michael Martin, Investment Adviser Representative
Contributing Adviser

Say Goodbye to MyRA, Hello to Roth IRA

Marguerita M. Cheng, CFP®
Contributing Adviser

Should You Put Your Countdown to Retirement on Hold?

Ann Vanderslice, RFC, Investment Adviser
Contributing Adviser

Is Your Retirement Plan as Well Thought Out as Your Vacation?

Mark Pruitt, Investment Adviser Representative
Contributing Adviser

A Deeper Dive into 529 College Plans

Deborah L. Meyer, CFP(R), CPA,
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