By Chris Palabe, CFS®, AIF® After years of dedicated saving, many retirees might feel uneasy about the idea of using their portfolios for income. Questions like when to initiate withdrawals or how much to take,…
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The Biggest Financial Mistakes I See
By Chris Palabe, CFS®, AIF® The financial journey is a dynamic one that constantly shifts to the changing landscape of your life. Because of this, it’s natural to make mistakes along the way—and that’s perfectly…
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The Best Time to Invest Was Yesterday: Timing the Market
By Chris Palabe, CFS®, AIF® When it comes to investing, many people wonder about the perfect time to get started. They think about trying to predict the market and choosing the right moment to jump…
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Do You Have the Right Life Insurance Coverage? Here’s How to Tell
By Chris Palabe, CFS®, AIF® When it comes to safeguarding the financial well-being of our loved ones, life insurance plays a crucial role. It provides a safety net that can support them in the event…
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How to Maximize Your Tax Savings This Year
By Chris Palabe, CFS®, AIF® As Benjamin Franklin famously said, “In this world, nothing can be said to be certain, except death and taxes.” While we can’t avoid paying taxes, we can certainly take advantage…
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SVB & Signature Bank Collapsed: Why Banks Fail & How to Protect Your Savings
By Chris Palabe, CFS®, AIF® Banks play a vital role in the economy, providing individuals and businesses with access to cash, credit, and other financial services. Despite their importance, however, banks can fail. And when…
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