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If you’re considering working with a financial advisor, there are several factors to determine whether or not you actually need one.

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Our newsletter covers timely financial news and planning strategies you can put to use.

One of the more confusing parts of owning a retirement account is required minimum distributions. Today we are going to jump into the topic and try to help you better understand what RMD’s are and how they can affect your retirement planning.

When we think about receiving a large lump sum of money, we tend to look at that as a positive thing. However, if you look at the statistics among NFL players and lottery winners, they end up filing for bankruptcy only a couple years after receiving those big checks. On today’s show, Dan and Brent talk about some proactive steps you should take when receiving a large amount of money and where most people go wrong.

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