Blog
“But What Happens?” Don’t Leave a Job Without Knowing What Happens to Your Benefits
Leaving a job? Learn what happens to your benefits, what “vesting” means, and the key questions to ask before making retirement plan decisions.
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72 Years to Double? Let's Talk About That.
Many Americans don't realize how many choices exist between a savings account and taking significant market risk. One topic that often comes up in conversations with clients is the amount of money people keep in savings accounts. As...
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The Mortgage Debacle Conversation
"Bradley, I don't want to go too aggressive because I want to pay off my mortgage after I roll this 401k over" (insert nails scratching on the chalk board sound) Ouch, here we go let us now talk why/why not on this one and I'll voice...
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Where the Conversation Starts
As a former "Retirement Specialist," captive to just one market for many years the transition personally has been super rewarding. The conversations though, well they have felt more tense. What I mean by that is the subject matter is...
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Reviving the Dream: A Financial Planner's Perspective on Achieving Retirement Goals
Explore why dreaming is crucial in financial planning and how to reignite retirement goals. Learn about common hurdles and the role of financial planners.
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"Rhythm, Reason, Results"
To start light Harted, pun intended of course, alluding to the title of this entry why do I continue to do what I do? If you've had the pleasure of taking a road trip with me, the rhythm of the day to day workings as a Financial...
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Harte Beats
Nearly 20 years has gone by in my journey of working in the financial services industry. Were the "old people" in the office back in beginning right or what? Time sure does fly! During my career I've had so many incredible...
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