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Author: Scott LaValley, CFP®, CVA®, MSFS
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Retirement – If, When, How – And What Else You Need to Know

Retirement planning isn't just about reaching a certain age; it's about ensuring you have the financial resources to sustain your lifestyle and fulfill your goals in your golden years.
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Young Adults Need Love, Support, and Some Legal Documents Too!

As your child becomes a legal adult at age 18 and prepares to embark on their life journey, it’s crucial to ensure that they have the proper legal documents in place.
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We are thinking of downsizing – Is now the time?

As time marches on and life changes, there are many homeowners who are thinking that soon they may want to make a change in their home situation. Whether the house is just too big, too expensive, too much to keep up or just looking for life enhancing move, a change is likely to happen. The real estate market is still...
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Wealth Management Services are offered through Baldwin & Clarke Advisory Services, LLC (BCAS). BCAS is a Registered Investment Adviser with the United States Securities and Exchange Commission (SEC). BCAS’ Form CRS and other disclosure documents can be found here. The information in this website has not been approved or verified by the SEC, or by any state securities authority. Additional information about BCAS is available on the SEC’s website at: www.adviserinfo.sec.gov, using CRD #105666.

Registration does not imply a certain level of skill or training.

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