Posts Tagged ‘Financial Planner’
Money and Memory
While no one can predict who might experience dementia in their later years, it’s prudent to include the possibility as you’re building your long-term financial plan. We’ve all had them:…
Read MoreSave Your Retirement “Edition 4”
I am thrilled to announce the official launch of the updated edition of “Save Your Retirement”! Whether you’re a dedicated follower of Dick and Jane’s journey or just joining in,…
Read MoreFrom the Founder – 20 Years!
Happy New Year! January symbolizes a fresh start every year, but this year is just alittle more special for us here at Preservation Specialists. You see, it was back in…
Read MoreDare to be Different – Unconventional Resolutions for an Unforgettable New Year
As we bid farewell to the old and welcome the new, it’s the perfect time to break free from the ordinaryand embrace the extraordinary. This New Year, add a touch…
Read MoreThe Cost of NOT Talking About Money
How often do you talk about money with your partner? Your kids? Your friends or coworkers? For most people, the answer is almost never. Research has shown that 63% of…
Read MorePreservation Specialists Charity Gala 2023
What an incredible night it was at the annual Preservation Specialists Charity Gala on November 10th, 2023! Laughter echoed through the venue as clients, friends, and newcomers mingled, sharing stories…
Read MoreFrom the Founder – Thankful, Grateful & Blessed
As I was sitting down to write this, there was still an entire month left in 2023. It was Thanksgiving weekend, and the air was filled with thoughts of gratitude…
Read MoreCharitable Giving Strategies Almost Everyone Can Use
You don’t have to be super wealthy to become philanthropic. And when you give, it doesn’t just benefit the recipient — you and your heirs can also benefit through possible…
Read MoreFrom the Founder – Should your Investment Plan be Agnostic?
I don’t know about you, but when I hear the word agnostic, I think of religion, but this term can be used in other settings. – As you may know,…
Read MoreCould a Natural Disaster Put a Dent in Your Financial Plan?
Natural disasters can strike anytime, anyplace. Fortunately, your portfolio doesn’t have to suffer major damage when they do. It is possible to help protect your investments from declines after a…
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