Monthly Archives: October 2010

Transitioning to the Next Phase of Life

We frequently hear that 60 is the new 40. That may be true but transitioning from a career that spans most of our adult life to something else is a major life change. Our discussions with clients are more about … Continue reading

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When Should I Take Social Security?

This is one of the most frequent questions we receive. It is such a seemingly simple question but has a very complex answer. Each individual or couple’s situation is different. This information is for educational purposes only. Social Security Basics … Continue reading

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