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Blog

An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Brian Sweeney | Dec 22, 2021

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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An exit sign in a modern office building
Brian Sweeney | Oct 27, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Brian Sweeney | Oct 20, 2021

Living the Dream How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is that you have the time, money, and space to do what makes you happy.
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Brian Sweeney | Oct 13, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Credit card being held
Brian Sweeney | Aug 6, 2021

Retirement Income Planning Requires Realistic Spending Assumptions

FINRA Reviewed
Retirement
If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule
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House in wide view
Brian Sweeney | Aug 5, 2021

Should You Have a Living Trust?

Estate Planning
FINRA Reviewed
A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without
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Brian Sweeney | Aug 4, 2021

Asset Allocation = Risk Allocation

Finance
FINRA Reviewed
Premium
Risk Management
While the current stock market boom has some people rejoicing it doesn’t appear as though their level of anxiety has abated much. Investors sometimes have short
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Brian Sweeney | Aug 3, 2021

For Financial Planning Success Consider the Impact of Behavioral Finance

Estate Planning
Finance
FINRA Reviewed
The success or failure of a financial plan is driven by a variety of possible influences. Factors like the right rate of savings, good investment selection, and
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default blog image
Brian Sweeney | Aug 2, 2021

What’s Your Risk Management Plan?

FINRA Reviewed
Insurance
Risk Management
Most people couldn’t bear the financial hardships resulting from unexpected events, such as a major house fire, a car accident, a disability or the premature
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default blog image
Brian Sweeney | Jul 31, 2021

Have a Long Term goal? Financial Planning can Help You get you there

Finance
After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are, once again, looking to the future. A
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Credit cards in wallet in back pocket.
Brian Sweeney | Jul 30, 2021

Personal Loans and Credit Card Payoffs - What You Need To Know

Education
Finance
FINRA Reviewed
Credit
With credit card interest rates ranging between 11% and 22%, it’s no wonder people are looking for alternative ways to manage and pay off their credit card debt
Read More
Paper report.
Brian Sweeney | Jul 29, 2021

Making Sense of Whole Life Insurance Premiums

Insurance
Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule.
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Securities and Advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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