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Latest from the News Room

Focus on extending your health, not your life

By | Oct 12, 2016|News|

I recently presented pre-retirement workshops to SA Breweries employees of fifty-five years and older. Following the presentation, a number of [...]

Six tips for raising money-wise adults

By | Oct 1, 2016|Advice|

As a financial planner, it is seldom that a conversation with my clients concludes without the subject of their children’s [...]

New York, New York … More fun, thanks to technology!

By | Sep 12, 2016|News|

I have a firm belief that a person should never stop learning.  I also have a deep passion for travel.  [...]

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