Your 2025 Social Security Guide

Your 2025 Social Security Guide

By Bryan Trugman, CFPⓇ The years leading up to retirement can be a mix of excitement, stress, and uncertainty. You’re eager to embrace a new phase of life but may feel overwhelmed by the details, especially when it comes to Social Security. It can be disheartening...

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7 Rules of Investing

7 Rules of Investing

By Bryan Trugman, CFPⓇ Investing for your future is one of the smartest moves you can make, but let’s be honest—it can feel overwhelming at times. Whether you’re thinking about diving into stocks, contributing to your 401(k), or exploring real estate, it’s hard to...

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What Is the Presidential Election Impact on Investments?

What Is the Presidential Election Impact on Investments?

By Bryan Trugman, CFPⓇ As you head to the ballot box in the next election, it’s fine to let your attitude toward the economy influence your vote—but remember, the president has far less control over the economy than you might think. When it comes to your investments,...

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