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5 Changes to Social Security in 2020 Thumbnail

5 Changes to Social Security in 2020

You might be wondering...what do olives and Social Security have in common?  Well, like all the great civilizations before us, we understand the importance of taking care of each other as we age and securing our own economic stability. [Read More...]

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What is the SECURE Act?  Thumbnail

What is the SECURE Act?

Big changes came to small business owners, student-loan re-payers, retirement plan beneficiaries and part-time employees on December 20th, 2019 when The SECURE Act was signed into being. Depending on which side of the coin you are, it could either help or hinder your financial growth.

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Financial Independence Thumbnail

Financial Independence

You'll never be financially independent (and that’s a GOOD thing!) – you’ll use money to take those dream vacations; you may give some to your children and grandchildren when you pass; you’ll always have to use it in some form or fashion, so you’ll want to have a plan for it.

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