Intentional Wealth Strategies |

It’s never too early to start planning for retirement, especially when it comes to major expenses like healthcare. For many, retirement is not just the end of a

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Christopher Long CFA ® , CFP ® , AAMS ® |

As healthcare costs continue to rise, choosing the right insurance remains a critical component of any financial plan. These choices become even more important

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Christopher Long CFA ® , CFP ® , AAMS ® |

Over the years, I’ve learned that even wealthy individuals view filing for Social Security as an arduous task. To help alleviate some the anxiety, I will

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Christopher Long CFA ® , CFP ® , AAMS ® |

For many of us, leaving a meaningful legacy is a motivating force during our working years. That can mean different things to different people, but it’s likely

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