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Unscrambling Financial Jargon: The True Meaning Behind Financial Advisors’ Vocabulary

Unscrambling Financial Jargon: The True Meaning Behind Financial Advisors’ Vocabulary Jargon is typically thought of to increase the efficiency and…

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financial planning concerns

Women Face Unique Financial Planning Challenges

Article Published in The Central Penn Business Journal By: Bradley R. Newman, CFP® and Bryson J. Roof CFP® Women face…

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ask your financial advisor

Vital Question to Ask Your Financial Advisor

The financial industry is filled with jargon that can leave the consumer feeling overwhelmed and sometimes even misled. It is…

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What Human Advisors Do That Robo Advisors Can't

What Human Advisors Do That Robo Advisors Can’t

  There are various attractive attributes to Robo Advisors (such as nominal costs and low investment minimums) however, Robo Advisors…

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income in retirement

How Should a Business Owner Prepare for Income In Retirement?

How Should a Business Owner Prepare for Income In Retirement? Business owners have a multitude of potential retirement scenarios ranging…

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inheritance

Inheritance Starts With Teaching Financial Responsibility

Inheritance Starts With Teaching Financial Responsibility Many parents strive to leave an inheritance to their children — deemed the ultimate…

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deferred compensation

Navigating Executive Compensation

There is more to executive pay than salaries, bonuses and common benefits such as health insurance, retirement accounts and vacation…

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certified financial advisor

Certified Financial Advisor Tip- How Do I Re-Create a Paycheck in Retirement?

Important Certified Financial Advisor Tips to Re-create a Paycheck in Retirement You have accumulated assets, and your retirement date is…

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