Nearing Retirement? Time to Get Focused

If you’re within 10 years of retirement, you’ve probably spent some time thinking about this major life change. The transition to retirement can seem a bit daunting, even overwhelming. If you find yourself wondering where to begin, the following points may...
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Four Reasons Why People Spend Too Much

You understand the basic financial concepts of budgeting, saving, and monitoring your money. But this doesn’t necessarily mean that you’re in control of your spending. The following reasons might help explain why you sometimes break your budget. 1. Failing...
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Life Insurance Options After Retirement

Life insurance can serve many valuable purposes during your life. However, once you’ve retired, you may no longer feel the need to keep your life insurance, or the cost of maintaining the policy may have become too expensive. In these cases, you might be tempted...
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Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

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