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    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blog

Person holding jar of coins with a 'savings' label
Julian Rubinstein | Jan 22, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
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Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Julian Rubinstein | Jan 15, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
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Parents holding their child's hands. The child is jumping
Julian Rubinstein | Jan 8, 2024

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
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Elderly woman doing yoga in a park
Julian Rubinstein | Jan 1, 2024

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Two men sitting at a table and having a conversation
Julian Rubinstein | Dec 25, 2023

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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Young woman pouring a drink for an older woman. They are sitting together at a table.
Julian Rubinstein | Dec 18, 2023

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Man in a graduation cap and gown
Julian Rubinstein | Dec 11, 2023

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
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Mother and child working on a laptop together
Julian Rubinstein | Dec 4, 2023

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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Two yellow balloons with smiley faces on them
Julian Rubinstein | Nov 27, 2023

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Man reading newspaper next to laptop and phone
Julian Rubinstein | Nov 20, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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A teenager holding a yellow and blue longboard talking to her friend
Julian Rubinstein | Nov 13, 2023

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Julian Rubinstein | Nov 7, 2023

How does the economy look to you?

Investments
Interest
Inflation
Economy
Do you feel like the economy isn’t making a lot of sense right now? There’s a big divide between the current data and what many Americans are feeling.
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