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07 Jun
$1 Million Isn’t What It Used To Be

By Colleen Weber, CFP®, CPA

Would you turn down a $1 million nest egg? Probably not. But while that amount of money sounds amazing, it may not provide the financial security and independence you dream of. With the impact of rising living expenses, healthcare costs, and unexpected life circumstances, $1 million in your savings account might not get you as far as you’d think. Here’s why.

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07 Jun
The Wines of the Wealthy

Have you ever enjoyed a glass of wine at dinner and wondered what the one percenters are enjoying at their tables?  Or, perhaps, the one-tenth-of-one-percenters?

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