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What You Need to Know About Social Security

6/16/2021

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Social Security is the most significant income stream for most people in retirement.  Is it going bankrupt?


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Chill Anywhere

6/13/2021

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Meet Laura Sage, CEO of Chill Anywhere.  Chill Anywhere is a mindfulness and meditation tool that provides healthy alternatives for individuals and companies.  Read more about Laura's start and mission.


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Is Cryptocurrency Right for My Portfolio?

6/13/2021

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​​It seems there are multiple news stories about cryptocurrencies every day.   It is a favorite topic of conversations with Millennials and Gen Zs as the investment opportunity of a lifetime.  Understandably, we frequently get questions from clients about the topic.  Here are some current facts and our thoughts about crypto and whether it has a place in a long-term investment portfolio.  In addition, we are including an article and video from Dimensional Fund Advisors with more detailed information.

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  • Home
  • How We Help
    • Investment Management
    • Financial Planning
    • Divorce Planning
    • Retirement Planning
    • Elder care planning
    • FAQ's
  • Our Team
  • My Mosaic
  • Resources
    • Reference Guide
    • Insights
    • Events
    • Newsletters
  • Jenifer's Blog
  • Contact
  • Think Differently