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“When this is all over, what will I wish I had done?” 

Dear friends of Eddy and Clayton,

 

Four things others will wish they had done – that we’re already doing! 

 

I hope this letter finds you well – and especially, healthy! 

 

Coronavirus Outbreak

 

By now, you’ve probably heard about the Coronavirus outbreak in the Chinese city of Wuhan.  As of this writing, there have been about 2,900 confirmed cases, with over 80 deaths.

Decade in Review

 

 

2010-2019: The Decade in Review

The SECURE Act of 2019: What You Need To Know

 

The SECURE Act of 2019: What You Need To Know

Leaving a Legacy to Your Grandkids

Now is the time to explore the possibilities.

Grandparents Day provides a reminder of the bond between grandparents and grandchildren and the importance of family legacies.

  

The High Cost of Health Care

A financial strategy can take health care costs into account.

 

Retirement Now vs. Retirement Then

Today’s retirees must be more self-reliant than their predecessors.

Decades ago, retirement was fairly predictable: Social Security and a pension provided much of your income, you moved to the Sun Belt, played tennis or golf, and you lived to age 70 or 75.

  

Teaching Your Heirs to Value Your Wealth

Values can help determine goals & a clear purpose.

Some millionaires are reluctant to talk to their kids about family wealth. Perhaps they are afraid of what their heirs may do with it.

 

The Sequence of Returns

The Sequence of Returns

A look at how variable rates of return do (and do not) impact investors over time

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