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Founded in 1977, our practice has guided generations of clients through countless economic storms. In this article, Traci talks about her advising style and why it’s so important to balance financial goals with the pursuit of
Founded in 1977, our practice has guided generations of clients through countless economic storms. In this article, Traci talks about her advising style and why it’s so important to balance financial goals with the pursuit of
Just because you’re retired, doesn’t mean you’re happy.
It’s hard not to react when you watch the value of your investments fluctuate. Especially when those ups and downs get more dramatic. In recent months, you may have experienced two emotions: Fear or Greed. Maybe
There’s nothing like an economic crisis to inspire you to reevaluate how you’re spending money. Don’t waste this crisis. If you make some choices now, you can position yourself to come out financially stronger
Social distancing is giving us all a new normal. Rather than dwell on the downside, we prefer to focus on the possibilities.
Retirement is a major life goal. It can also be scary. Especially if much of your identity is connected to your job. Traci Richmond, CDFA™ explains a few smart moves you can make now, to set
You’ve dreamed about it. Planned for it. Spent decades saving for it. But what if you retire and realize you’re just not happy? It’s a dilemma many are reluctant to admit, no less talk about. Now,