Direction

It All Starts With The Plan
Making sure you get the proper advice starts with taking an in-depth look at where you are today and where you want to be tomorrow.
And because we know your objectives may change over time, we approach financial planning as a dynamic, ongoing process that must accommodate changes in your personal circumstances, changes in the tax laws, and changes in the marketplace. We can help you design a plan that evolves with you and results in a well-coordinated series of rcommendations that can be easily implemented.

 

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    Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.

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Market Watch

May 20, 2019 @ 02:13 PM

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF -0.1%  
Nasdaq Composite ETF -0.4%  
S&P 500 ETF -0.2%  

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