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Our goal is to build an income stream sufficient to meet your retirement needs. We also want the income stream to increase over time to offset inflation. To do this, we invest in a portfolio of common stocks of some of the best, high quality, financially strong companies in the world.

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Latest News

Should you consider doing a Roth Conversion? We address this common question in this month's post. Click below to learn more.

The Math Behind Roth Conversions (posted 11/2025)

Should you consider doing a Roth Conversion? We address this common question in this month’s post. Click below to learn more.

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Trump accounts are an amazing opportunity to establish a retirement fund for a child or grandchild. Click below to read more.

The Young Child IRA–an Exciting Compounding Opportunity (posted 10/2025)

Trump accounts are an amazing opportunity to establish a retirement fund for a child or grandchild. Click below to read more.

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Major Provisions of New Tax Act (posted 9/2025)

“One Big Beautiful Bill Act” (OBBBA) was signed into law July 4, 2025. Click below to read more on the subject.

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S&P 500® returns are likely to be poor until valuations return to normal levels. Click below to read more on the subject.

S&P 500® Returns Likely to be Poor (Until the Next Bear Market) (posted 8/2025)

S&P 500® returns are likely to be poor until valuations return to normal levels. Click below to read more on the subject.

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Our Client Service Team is available to help. Contact Brigitte Palumbo or Terri Lanser at (440) 234-6323

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