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Blog

Two men sitting at a table and having a conversation
Adam Lampe | Apr 23, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Adam Lampe | Apr 18, 2022

Why Work With an Advisor?

We believe it’s more important now than ever to review your retirement plan with a fiduciary financial advisor. Here’s why: The pandemic has shown us just how

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Two people having a picnic by a lake
Adam Lampe | Mar 23, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Adam Lampe | Feb 23, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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Professionally dressed man and woman looking at a tablet
Adam Lampe | Jan 23, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Adam Lampe | Dec 23, 2021

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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Adam Lampe | Nov 23, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Adam Lampe | Oct 23, 2021

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Grandmother and granddaughter knitting together
Adam Lampe | Sep 23, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Adam Lampe | Aug 23, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Group of young professionals in a meeting. They are in a casual office setting
Adam Lampe | Jul 23, 2021

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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Mother and daughter cooking and laughing
Adam Lampe | Jun 23, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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