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Blog

Elderly woman doing yoga in a park
Eugene Price | Apr 11, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Eugene Price | Jan 5, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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An exit sign in a modern office building
Eugene Price | Oct 19, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Eugene Price | Oct 13, 2021

Living the Dream How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is that you have the time, money, and space to do what makes you happy.
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Credit card being held
Eugene Price | Aug 31, 2021

Retirement Income Planning Requires Realistic Spending Assumptions

FINRA Reviewed
Retirement
If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule
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House in wide view
Eugene Price | Aug 26, 2021

Should You Have a Living Trust?

Estate Planning
FINRA Reviewed
A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without
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Eugene Price | Aug 24, 2021

For Financial Planning Success Consider the Impact of Behavioral Finance

Estate Planning
Finance
FINRA Reviewed
The success or failure of a financial plan is driven by a variety of possible influences. Factors like the right rate of savings, good investment selection, and
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Row of classic cars.
Eugene Price | Aug 19, 2021

Buying vs. Leasing: Tips for Stretching your Car Budget as Far as it can Go

Education
Finance
FINRA Reviewed
Investments
For some a car is simply a means of getting from point A to point B; for others it’s a status symbol. Cars are a hobby, a passion, for some and necessity for
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Man hiking in desert.
Eugene Price | Aug 17, 2021

8 Tips for Finding Balance Between Work and Life

FINRA Reviewed
Lifestyle
Family
It is no secret that the typical American is working long hours with little respite compared to other countries with large economies. Full-time employees report
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Eugene Price | Aug 12, 2021

Financial Resolutions: 6 Tips to keep you Accountable

Education
Finance
Investments
Savings
Family
After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the gym, losing weight, and eating clean, are
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Child running on wooden bridge.
Eugene Price | Aug 10, 2021

Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age

Education
Savings
Lifestyle
Family
Think back to those early days in life when it seemed like everything in the candy aisle was free if you begged your parents hard enough. Not a fleeting thought
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Kids sitting on a bench.
Eugene Price | Aug 5, 2021

Everything you Need to Know About Buying a Life Insurance Policy

Education
Insurance
Family
If you are at the point where you are asking how to buy a life insurance policy, then you have already made the most important financial decision, which is to
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