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Plant Your Inheritance Within Your Portfolio

Plant Your Inheritance Within Your Portfolio

Money can, after all, grow on trees – family trees. And judging by the $8.4 trillion baby boomers are expected to inherit from older generations in coming years,* we’re not…

Manage windfalls wisely

Manage windfalls wisely

Although the odds of winning the lottery may be stacked against you, there’s a chance you’ll receive a large — perhaps unexpected — financial windfall at some point during your…

Facing Divorce? Organize Your Finances Now

Facing Divorce? Organize Your Finances Now

By Don Chiodo If you’re in a marriage that’s ending, you’ll need to gather certain financial documents to help you evaluate your assets and understand the financial position you’re in.…

Which retirement plan is right for your biz?

If you own a small business, there are many retirement plan alternatives available to help you and your eligible employees with retirement planning. For most closely-held business owners, a Simplified…

Senior Corner

Clare County Senior Services is looking for enthusiastic and outgoing persons who would like to volunteer for our Friendly Visitor Program. The number of seniors living alone in our community…

Designing your retirement: the new reality

Designing your retirement:  the new reality

A new grandchild arrives. Your son moves across the country for his new job. The family home requires more maintenance than your travel-intensive lifestyle allows. A health challenge arises. Whatever…

Senior Corner – The face of America is changing

The face of America is changing. Increasingly, we are becoming a nation of elders. 77 million baby boomers began to come of age in 2010; Clare County is not exempt…

Social Security: A Woman’s Perspective

Social Security: A Woman’s Perspective

Regardless of whether you’re a man or a woman, Social Security will not – and was never designed to – provide all of the income you’ll need to live comfortably…

Maintain a Diversified Portfolio Even In Turbulent Times

Maintain a  Diversified Portfolio Even In Turbulent Times

While it is always important to maintain a diversified portfolio, it is especially vital to remain diversified during volatile market conditions. As an investor, you should be careful not to…

Take advantage of the Saving Years

Take advantage of the Saving Years

By Don Chiodo Preparing for retirement requires a plan, and that plan should consist of two important phases: the saving years and the retirement years. To achieve the goal of…