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INSPIRATION FOR BECOMING A RETIREMENT AND FINANCIAL ADVISOR

More than a decade of my professional career has been dedicated to serving the financial and retirement planning needs of my clients. I am proud to have helped our clients live the retirement they have always dreamed of.  My passion for my work stems from my life experiences. Watch this video to learn more about what…

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NO MATTER THE AGE, THERE’S NO PLACE LIKE HOME

For many, — hopefully most — “home” represents security and acceptance. A place to retreat when things don’t go your way; a place to celebrate when they do. Not long ago, the holidays were the one time of the year when the family reconvened to spend time together under one roof. Now, it’s not uncommon…

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WHAT’S YOUR EQ?

The study of “emotional intelligence” began in the 1980s as a way to measure one’s ability to identify and manage both his or her own emotions, as well as the emotions of others. In the business world, people with high emotional intelligence, known as a high EQ (emotional quotient) are known to be more empathetic…

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WHAT’S KEEPING YOUR SENIOR CLIENTS UP AT NIGHT?

Calvin Goetz was featured in the January/February 2016 issue of NAIFA’s Advisor Today. In the article posted below Calvin speaks to tax and employment concerns as well as financial products that may be helpful to retirees.

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STAY PLUGGED IN TO NEW TECH TRENDS

Technology hasn’t just improved over time; it’s also matured its users. Today, the average child gets his or her first cellphone at age 10.1 In past generations, 10 was about the age when parents finally let their kids use those creepy crawly bug makers that required a heating device. These days, one of the biggest growth…

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