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Seeking to Build a Dream Portfolio: That’s Why Target Date Funds Exist!



Everyone has an idea about what their “dream home” looks like. How big it is; where the pool is; how many rooms, etc. However, the reality is that almost no one has any idea about how to build a house or for that matter the skill to do it. Let’s face it, it’s complex and most people don’t…

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It Doesn’t Matter How Much You Get Paid, It Matters How Much You Save!



What do you think my clients that are on pace for their retirement objectives have in common? Huge salaries? Mountains of employer stock? Massive inheritances? No! These successful and smart clients all save a large percentage of their income each year. Notice that I didn’t mention how much…

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