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Michael Conroy
A full-service retirement planning financial advisory driven by one goal – to help clients grow, protect & transfer all they have worked so hard to achieve
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Michael Conroy Jun 28
HOW you purchase an annuity—like using a tax-deferred, qualified account versus after-tax money—has tax implications. This article contains some general information, but please call us if you have questions about your specific situation:
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Michael Conroy Jun 26
Forbes says, "Redefine what retirement means to you."
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Michael Conroy Jun 21
Curious about annuities? Here are the top 6 things you should know:
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Michael Conroy Jun 6
Planning your next vacation? Here are some tips for your journey!
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Michael Conroy May 31
Today’s retiring men will have many advantages their predecessors didn’t have. Here are four of them.
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Michael Conroy May 29
Annuities: Not right for everyone, but may provide income for some. "Guarantees" are provided by insurance companies, based on their financial strength and claims-paying ability.
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Michael Conroy May 28
Happy Memorial Day! And THANK YOU to all who have served our country! 🇺🇸️
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Michael Conroy May 24
Don't leave your family's finances in an upheaval should the unexpected occur. Let's talk.
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Michael Conroy May 22
Pre-qualified versus Pre-approved: Loan pre-qualification does not include an analysis of your credit or an in-depth look at your ability to purchase a home. With loan pre-approval, you complete an official mortgage application with documentation.
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Michael Conroy May 17
All things considered, buying a home is more affordable for millennials now than it was for their parents, according to new data from Trulia's housing-economics research team.
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Michael Conroy May 15
Planning your summer vacation? Here are 21 places where you and your canine family member can have a great time together.
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Michael Conroy May 13
Happy Mother's Day!
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Michael Conroy May 10
The elusive 800 credit score isn't reserved for people who make a lot of money or have some type of special privilege with the credit bureaus. Anyone who manages their credit properly can reach and maintain an 800 credit score.
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Michael Conroy May 8
Reasons to hire a financial planner: #1 and #2, time and expertise.
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Michael Conroy May 3
It might sound strange, but you don't have to stop working altogether when you retire.
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Michael Conroy May 1
4 Things to Avoid When It Comes to Financial Procrastination:
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Michael Conroy Apr 26
"Whether you’re newlyweds or approaching your golden anniversary, some of the key decisions you’ll make as a married couple involve retirement. The more planning you do on the front end, the better your chances for enjoying it."
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Michael Conroy Apr 24
Like to read motivational books? Here are 9 books about success for your edification and enjoyment. 📚
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Michael Conroy Apr 19
In this article, the Forbes Finance Council offers up some ideas when it comes to your retirement. Call us and we will help you create a custom retirement plan based on your personal parameters.
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Michael Conroy Apr 17
2017 personal income tax returns are due today, April 17. The new tax reform laws have taken effect for 2018--let's talk!
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