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Recent Posts by Neal

How Do I retire With The Resources I Have

Retirement holds no guarantees these days with regard to consistent income. In our parents and grandparents generations, there were more givens to count on: most corporate pension plans were Defined Benefit Plans, providing a guaranteed monthly income for life. Social Security had a relatively constant cost of living raise, and the overall cost of living…
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From The President’s Desk

I'VE BEEN WRITING ARTICLES FOR OUR newsletter since 2001, with the express purpose of educating our client's about any and all issues related to financial and estate planning. My self-proclaimed style of writing is "where real life meets financial planning" and coined the phrase due to the thousands of people I've met in my professional…
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On Determination

ASK ANY INVENTOR OR BUSINESSPERSON, and they will tell you of failure after failure to get to where they eventually go to in their quest for success. If you don't try, how can you possibly succeed at anything? I am reminded of friends who came back from Atlantic City, bragging of their gains and stories…
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