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Can I retire now

Can I Retire Now?

By Dave Rowan

It Depends….. If you’re nearing retirement age, the question, “Can I retire now?” may be top of mind for you.  I get asked this question a lot and unfortunately, my initial answer almost always has to be, “It depends….” When my clients start thinking about this question, we have a preliminary discussion about the key…

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Should I Sell My Bonds Now

Should I Sell My Bonds Now?

By Dave Rowan

Bonds Go Down When Interest Rates Go Up, Right? With the Fed’s decision in December to raise interest rates 0.25%, I’m seeing the question, “Should I sell my bonds now?” pop up in online discussion forums and other conversations among investors. On the surface, you would think that the answer would definitely be “Yes!” given…

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Long Term Investing

The 3 Ways that Long Term Investing is a Lot Like Exercise

By Dave Rowan

I’ve Been a Life-Long Exerciser Ever since childhood, physical activity has been a part of my life.  As a kid, I played baseball in the summer, basketball in the winter and was a part of the volleyball team when my high school added that as a sport. It continued in college with IM basketball, softball…

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Should I Buy An Annuity

Should I Buy an Annuity? 7 Reasons to Look Before You Leap

By Dave Rowan

Buying my First Home I remember back to when Stacy and I were first married and were looking to buy our first home.  It was very tempting to buy an existing house because we were first time buyers and we’d be able to know exactly what we were getting. However, as we looked at what…

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