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The Financial Impact of Dementia

A diagnosis of dementia in you or a loved one can have a devastating impact on you—physically, emotionally and financially. View the video below to hear from children’s author Nancy Carlson on her family’s experiences and download The Financial Impact of Dementia today.

Take control of health care in retirement

No matter what you want your money to help you accomplish in life, planning for health care expenses in retirement is essential. Download Taking Control of Health Care in Retirement to learn more about the steps we can take together to help you prepare for a long, happy—and healthy—retirement.

We’re in the “correction” camp

We make the case that the correction will give way to a renewed advance in share prices and offer some thoughts on how to prepare portfolios for the challenges likely to come with an aging, slowing economic expansion. Read the full economic outlook in the latest edition of Global Insight.

Taking the next step


Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation click on the Contact Me box.

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