Help keep roller coasters in amusement parks… 

…and by that I mean out of your retirement strategy!!!         

Look, we all know just about everything ebbs and flows, or swings in cycles – the seasons, economic activity, political leanings, interest rates… everything! And if you take a look…

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Nobody likes to be backed into a corner… 

Being backed into a corner always puts you in the worst possible position. That’s true in the boxing ring; it’s true when you’re painting your house; and, it’s true in retirement planning. 

And in a few years, that’s exactly the…

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How to know if an advisor is right for you… 

I was recently in a workshop in which the participants were asked, ‘what is the most valuable thing you do that your clients don’t even see?’ 

The responses were incredible – it made me realize how much we all do…

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Can you name one special relationship in your life? 

This is the time of year when we give thanks for what we have been blessed with, help others in need, and spend quality time with the people who are special to us. That got me thinking about the special…

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Are you ready to get real about retirement? 

By Cindy Bowden 

It’s spring – and tax time. Chances are you are getting advice from multiple different advisors about your tax and financial planning. And chances are, it’s all good advice… but some of the advice from one…

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Guaranteed Lifetime Income? Yes, please! 

By Cindy Bowden 

Lately I’ve been seeing the results of years of planning to protect my clients against worst case scenarios. They always say there is nothing worse than running out of money before they die. 

So if…

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How do you break a toe??? 

By Cindy Bowden 

It was 6 in the morning and I was just getting out of bed. OK I admit it. I was a little preoccupied with a client case I was working on. Maybe that’s why I didn’t…