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Theresa Kalil-Lennon | Jun 15, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Theresa Kalil-Lennon | Jun 15, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Theresa Kalil-Lennon | Jun 15, 2021

Medicare in 2021: Here’s What You Need to Know

Health

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare

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One Group Wealth Partners | Apr 13, 2020

Investing in the Wake of COVID-19

Investments
COVID-19

Intro

By now, there’s a good chance that the recent market downturn resulting from the COVID-19 pandemic has left you questioning your investment strategy

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One Group Wealth Partners | Apr 13, 2020

5 Year-End Tax Planning Opportunities for the Savvy Investor

Tax Planning

Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year

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One Group Wealth Partners | Apr 13, 2020

Coronavirus Lessons: Why Diversifying Your Portfolio is Important

COVID-19

If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also

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One Group Wealth Partners | Apr 13, 2020

How to create an emergency savings fund in wake of COVID-19

COVID-19

 

If the Coronavirus’ effect on the markets has taught us anything, it’s that every single person reading this should start the process of creating an

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