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Category Archives: Blog

Financial Year-End Planning: 6 Moves to Make Now

By Chris Palabe, CFS®, AIF® With the new year just around the corner, it’s a good time to settle outstanding…

Social Security Planning: 5 Strategies to Maximize Your Benefits

By Chris Palabe, CFS®, AIF® Whether you’re retired or approaching retirement, your Social Security benefits are likely to play a…

Are You Prepared for a Market Correction?

By Chris Palabe, CFS®, AIF® Financial markets are inherently volatile. Although the timing of a market correction is unpredictable, being…

Elliot’s CFP® Journey: Committed to Excellence

By The Palabe Team Starting a career in finance requires knowledge, determination, and a passion for helping people figure out…

VIDEO: So, You’re About to Retire. Now What?

So, you’re about to retire. Now what? Watch this quick video to learn more about your next steps. About Arlene…

Diversification: Is Your Portfolio Well-Balanced?

By Chris Palabe, CFS®, AIF® Financial advisors often praise the virtues of investment diversification. It’s one of the most common…

5 Strategies for Saving Taxes in Retirement

By Chris Palabe, CFS®, AIF® When you picture your retirement and all its possibilities, taxes might not be the first…

Retirement Asset Withdrawal Strategies for a Stable Future

By Chris Palabe, CFS®, AIF® If you are nearing retirement, you have probably been saving for decades for this significant…

Too Much Risk Can Ruin Your Retirement

By Chris Palabe, CFS®, AIF® Retirement marks a significant turning point in life, offering the chance to embrace your newfound…

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