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A U.S. infrastructure plan seems likely, regardless of who wins the November elections, according to Franklin Templeton's Grant Bowers:

We offer a second opinion to investors looking to improve their financial plan.

Washington Policy Analyst Ed Mills discusses past U.S. presidential elections and how historical outcomes have correlated with the stock market performance.

Together, we can create a financial plan that stands the test of time.

Did you know that delaying happiness in favor of future achievements can perpetuate forever, leaving us continually searching for what's next? Following these simple steps can help you to prioritize joy:

While thinking about how much to save for retirement, read this article for 5 things to help you get a head start.

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It's easy to delay or forget to update your beneficiaries on old life insurance policies or your retirement accounts. If you are reading this post, use this opportunity to remind yourself there is no better time than right now!

There are many factors to consider when planning for retirement, but it's important to plan for your everyday life too! Here are a few things to consider.

Have you considered the impact of your legacy? As your life circumstances evolve, you may need to incorporate an IRA into your estate planning process. IRAs can play a valuable role in estate planning, offering powerful tax benefits to both you and your heirs as you pass your wealth to the next generations. Be sure to incorporate these 3 steps... 1. Name Your Beneficiaries 2. Look Beyond the "Stretch" Strategy 3. Get Charitable Estate planning strategies can be complex. As you work to create an estate plan that aligns with your long-term goals and the financial legacy you hope to leave, work closely with a trusted advisor to explore the various options. Contact us for assistance.

Comprehensive financial planning is about blending your finances with what matters most.

During these trying times, we have seen the benefits and savings of telehealth. Read this article to find out more about how telehealth works.

The right mindset goes a long way towards achieving your goals.