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Comprehensive Guide to Preventive Health Screenings: Benefits, Costs, and Options

Preventive health screenings and treatments are essential tools for those looking to take a proactive stance

What Issues Should I Consider At The Start Of The Year?

The beginning of the new year is the perfect time to discuss the various factors influencing
SECURE 2.0 Act

Beneficial Ownership and the Corporate Transparency Act

With each new year we welcome an array of new laws and regulations. A notable inclusion

Charitable Contributions in the Season of Giving

As the year winds down and the season of giving takes hold, we wanted to take

An Ode to Costco: Mastering Healthy Eating Without Going Broke

With the holiday slew of gift-giving, family meals, and festive gatherings on the horizon, savvy shoppers

The Health 401(K)

At the intersection of wealth and health lies a profound insight: the greatest asset you can

To 529, or Not to 529?

…THAT is the question. Like us, you may be debating the best way to save for

Five Financial Myths We Need to Bury

In a world increasingly fueled by clickbait headlines and social media algorithms, easy one-size-fits-all advice and

Light Management for Optimal Health

When it comes to optimizing health and longevity, the lion’s share of attention is given to

Men’s Health Month

For starters – Happy (belated) Father’s Day to all the rad dads out there. In addition
Information about Estate planning and old glasses.

The Great Game of Generational Wealth: Your Guide to Estate Planning

In the immortal words of Benjamin Franklin, “In this world, nothing can be said to be

Ancient Wisdom, Modern Medicine, and Everything In Between

The Paradox of Choice, both a book and term coined by Barry Schwartz, suggests that with
AI Creating new cybersecurity dilemmas

Cybersecurity in the Age of AI

Imagine a world where machines can think, learn, and adapt at lightning speed, transforming our lives
Kiplinger Advisor Collective

Dennis McNamara Invited to Join the Kiplinger Advisor Collective

Incredibly honored to share that I’ve been invited into the Kiplinger Advisor Collective, joining a brain

A Cautionary Tale: Baby Boomers Want a Do-Over

A recent study by Annuity.com reported that if Baby Boomers could go back and make different