The Surprising Truth About Becoming Resilient

by Eric Lawton

Blog

Key Takeaways: Rugged individualism is overrated. Personal resilience depends as much on others as on us. Our environment shapes our physical and mental health. Resiliency—the...

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Six Big In-Retirement Money Mistakes—and How To Avoid Them

by Eric Lawton

Blog

Key Takeaways: Monitoring cash flow and other metrics can help you avoid overspending and underspending. Run the numbers on withdrawal strategies to find one that...

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Calculated Responses: One Key to Getting the Results You Want

by Eric Lawton

Blog

Key Takeaways: Highly successful people tend to think through their options and the consequences of various courses of action in order to arrive at the...

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A Financial Checklist for Life-Changing Events

by Eric Lawton

Blog

When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning. That is one aspect...

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5 Tips for Navigating Medicare in Retirement

by Eric Lawton

Blog

One of the main concerns about retirement is health care. As healthcare costs continue to rise, medical bills may quickly derail your retirement plan. The...

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An Essential Guide to Estate Planning Preparedness

by Eric Lawton

Blog

A recent survey by Caring.com found that a whopping two in three American adults do not have an estate plan1—an alarming statistic, considering that an estate...

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Calculated Responses: One Key to Getting the Results You Want

by Eric Lawton

Blog

Key Takeaways:   Highly successful people tend to think through their options and the consequences of various courses of action in order to arrive at...

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Midyear Financial Stress Test

by Eric Lawton

Blog

As we’ve just passed the midpoint of the year, now is the perfect time to assess your financial well-being by conducting a review. Just like...

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When Should Your Business Consider Hiring a CFO?

by Eric Lawton

Blog

Introduction: As a business owner, you understand the importance of making critical decisions that can significantly impact the success and growth of your company. One...

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Utilizing SLATs Presents a Valuable Opportunity for Married Couples

by Eric Lawton

Blog

In this blog we will discuss… Irrevocable grantor trusts Spousal lifetime access trusts (SLATs) Potential benefits of using a SLAT SLAT considerations How an annuity...

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Five Healthy Habits for Financial Wellness

by Eric Lawton

Blog

Financial stress can have a direct negative impact on a person's health and happiness. Unfortunately, this may lead to a downward spiral. The more stress you're...

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Value Investing and Today’s Affluent Portfolio

by Eric Lawton

Blog

A Philosophical Question Every consumer likes a good bargain, particularly value investors, who seek out stocks trading for less than their intrinsic value. By choosing...

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