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When was the last time you had a DEEP FINANCIAL THOUGHT? Do you remember anything specific about that deep thought? Did it make you anxious or excited? Or just weirdly confused? Starting in high school and continuing into college, I...Read More
As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world.1A positive reaction to these vaccines affects every...Read More
Access to your current investment information has never been easier and safer. You want and need your investment information to be "up to the minute" and easy to quickly access. We are pleased to offer you the digital convenience of...Read More
Uncommon advice for your financial journey so you're the boss of your financial advisor. Treat all conversations with potential advisors as if you are interviewing them for a job. Does this advice surprise you? People frequently give...Read More
Three Key Questions to Answer Before Taking Social Security When to start? Should I continue to work? How can I maximize my benefit? Provided by Steven Julian Social Security will be a critical component of your financial strategy in...Read More
Social Security by the Numbers Facts about the federal Old-Age, Survivors, and Disability Insurance (OASDI) program. Provided by Steven Julian Social Security has been a pillar of retirement life for several decades, but how much do...Read More
Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that there are other ways to maximize their benefits, some of which depend on their marital status....Read More