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Financial Planning Lifestyle

Planning for a Summer Vacation Without Breaking the Bank

Summer officially starts this month! If you’re wanting to take a summer vacation, now is the time to start planning! Vacations are a time to relax, but it’s all too…

Raymond Robinson2025-06-25

Financial Planning Retirement Planning

Annuities Don’t Have to be Confusing

In the past, annuities have been a topic avoided by many, but lately interest levels have risen—a lot. In fact, online searches for terms like “annuities” and “pensions” are up…

Raymond Robinson2025-06-25

Lifestyle

Gifts For Mom That Last

Mother’s Day may have come and gone, but the month of May is still all about celebrating the incredible moms in our lives. While we often search for the perfect…

Raymond Robinson2025-05-28

Financial Planning

Will Your Nest Egg Withstand Inflation and Market Volatility?

It’s no secret that inflation is on the rise, impacting millions of Americans. Mix that in with on-again off-again tariffs, and it’s a good time to assess if your accumulated…

Raymond Robinson2025-05-28

Financial Planning

It’s Time to Spring Clean Your Finances

It’s that time of year again, the perfect opportunity to sort through your closet, clear out clutter, and downsize. While many may think “spring cleaning” just applies to their home,…

Raymond Robinson2025-04-24

Financial Planning Retirement Planning

It’s Financial Literacy Month. How Much Do You Know About Retirement Accounts?

April is often known for spring cleaning, Easter, and Passover, but it’s also Financial Literacy Month. At its core, financial literacy refers to understanding and effectively being able to use…

Raymond Robinson2025-04-24

Financial Planning

Are You Ready for Spring Weather?

Spring brings flowers, but it also brings showers. In fact, spring is generally considered the season with the most severe weather. And regardless of where you’re located in the country,…

Raymond Robinson2025-03-19

Financial Planning

Do You Know the Connection Between Income and Medicare Costs?

As you near retirement you’re probably focused on making sure you have enough income to enjoy the years ahead. While enjoying what you’ve worked hard to build should be a…

Raymond Robinson2025-03-19

Annuities Offer Protection and Growth Potential

Planning for a Summer Vacation Without Breaking the Bank

Annuities Don’t Have to be Confusing

Gifts For Mom That Last

Will Your Nest Egg Withstand Inflation and Market Volatility?

It’s Time to Spring Clean Your Finances

It’s Financial Literacy Month. How Much Do You Know About Retirement Accounts?

Are You Ready for Spring Weather?

Do You Know the Connection Between Income and Medicare Costs?

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