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Brandon McCormick

Sparkle and Safety: A Grandparent’s Guide to Fourth of July Fireworks

Importance of Safety: Protecting Your Loved Ones While fireworks inspire awe and excitement, they also present significant risks if not handled properly. According to the National Safety Council and the Consumer Product Safety Commission, fireworks can cause severe injuries, especially to children and bystanders, and are responsible for nearly 20,000 fires each year. For grandparents supervising grandchildren, understanding and enforcing…
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Annuity Sales Are Surging. Do You Know What They Are?

In the first quarter of 2024, U.S. annuity sales were $106.7 billion, the highest first quarter total since the 1980s, when LIMRA first started tracking annuity sales. Despite these high sales numbers, research indicates that many people don’t really know what annuities are. One recent study revealed that only 9% of consumers say they feel very knowledgeable about annuities, while…
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What is Sequence of Returns Risk?

We get it. Retirement can be scary. We know this because it’s our job to help our clients plan for and seamlessly transition into what should be one of the most rewarding times of their lives. What we often find, however, is that most are worried about retirement because of the risks that come with it. But what are some…
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Investing in an Election Year

Investing in an election year can seem like navigating a particularly unpredictable segment of the market. Political campaigns and the uncertainty surrounding election outcomes can lead to increased volatility in the stock market, impacting investor sentiment and behavior. In this article, we will explore the intricacies of investing during an election year, providing insights into how elections typically affect the…
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4 Ways to Unplug in a Digital World

In the digital age, it feels like everything needs to be connected to a power source, including ourselves. In fact, the first question we usually ask when we initially arrive at a hotel is, “What’s the Wi-Fi password?” That seems strange given that we typically go on vacation to experience new cultures, places, food and more. Nevertheless, we’re attached, and…
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5 Tips to Get in Shape for Summer

Summer is just about here, and we all know what that means: it’s time to get in shape! But getting in shape can be easier said than done. In fact, we’re not afraid to admit we’ve set goals early in the year, only for those goals to have fallen through by time the summer months roll around. So no, it’s…
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