Welcome! We think the world of finance should be easy to understand and apply to your life. Browse around; we have topics from investing, good money mindset, how to's and checklists to wealth management, retirement readiness and travel tips! If you have a topic you'd like to read about, let us know!
Happy learning,
David & Gina
Thursday, August 24, 2023
With Labor Day approaching, it’s time to start saying our goodbyes to summer. More than just an extra day off of work, it’s important to remember what Labor Day is really meant to celebrate. In addition to recognizing the...
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Tuesday, August 8, 2023
The traditional retirement age in the United States is 65, the age at which most people are eligible to begin receiving full Social Security benefits. But many people feel the allure of leaving the workforce much sooner. Many...
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Friday, July 28, 2023
Second Quarter 2023 Report brought to you by our Global View Capital Management Investment Team; Dina Fliss, Barry Arnold, & David Morton.
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Tuesday, July 11, 2023
It seems like when summertime hits, time slows down. The hustle and bustle of the holiday season are over, taxes are complete, and vacation days are scheduled.If you find yourself with some extra time on your hands in the upcoming...
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Thursday, June 29, 2023
Early retirement may seem like a dream come true. However, you need to be well prepared if you want to retire early. If you’re not prepared, you might run into complications. Here are a few things to consider before retiring...
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