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Blog

Robert Nevarez | Nov 12, 2025

How to Talk to Your Aging Parents About Estate Planning (Without Making It Tense)

Estate Planning
Family
Health
Disability
Insurance
Risk Management

These conversations aren’t easy.

Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe

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Robert Nevarez | Nov 5, 2025

What Recent Inflation Signals Mean for Financial Planning

Finance
Savings
Investments
Retirement
Tax Planning
Credit
Risk Management

Inflation has been the boogeyman of the economy for months.

Sticky prices. Rising gas costs. A looming rate hike.

The latest report provided useful data for

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Robert Nevarez | Oct 29, 2025

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Robert Nevarez | Oct 22, 2025

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Robert Nevarez | Oct 15, 2025

Rethinking Retirement: Why True Wealth Is More Than Money

Retirement
Lifestyle
Health
Family

Rethinking Retirement: Why True Wealth Is More Than Money

You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with

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Robert Nevarez | Oct 8, 2025

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Robert Nevarez | Oct 1, 2025

Recent Fed Rate Cut

Finance
First rate cut of the year. Here's what to know.
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Robert Nevarez | Sep 24, 2025

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Robert Nevarez | Sep 17, 2025

Overlooked Retirement Expenses (And How to Plan for Them)

Retirement
Finance
Health
Tax Planning
Family
Real Estate

A comfortable retirement doesn’t come with a fixed price tag.

Expenses can change over time, and some of the most important ones are easy to overlook.

That’s one

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Robert Nevarez | Sep 10, 2025

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Robert Nevarez | Sep 3, 2025

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Robert Nevarez | Aug 27, 2025

Economy Slows, Stocks Soar - A Market Paradox Explained

Finance
Investments
What if we told you the economy is slowing… yet investors are cheering? Sounds backward, right? But it is happening in plain sight.
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