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Posts by Marcus F. Johnson, CFPⓇ

“A Work In Progress”

Jefferson was living in Philadelphia when he dipped his pen in an inkwell and wrote, “We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty and the pursuit of Happiness.” In his recent annual address…

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Mid-Year Reviews More Important Than Ever

Mention summer and most of us picture swimming, boating, camping, backyard barbecues and scenic vacations. In contrast, the summer of 2020 evokes many challenging and painful images due to our ongoing battle with COVID-19 and rising social unrest. But even when life doesn’t feel the same, it’s important to maintain normal routines to safeguard our…

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College Students Face New Challenges

Rapidly rising college costs over the last decade have made college planning difficult. This year, COVID-19 has brought new challenges and considerations to college students and their families. Funding challenges. According to the College Savings Foundation, 39 percent of the class of 2020 said economic uncertainty surrounding the pandemic will affect their decisions regarding higher…

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Sequence of Returns Risk

From young adults beginning a career to current retirees, most Americans share a common concern. Will they be able to maintain their desired lifestyle throughout retirement? They are aware of common obstacles: longevity, health care costs, inflation and potential long-term care. Recent market volatility is drawing attention to a less understood challenge – sequence of…

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Tips for Working From Home

As U.S. governors plan to reopen their states and medical researchers across the globe scramble to create an effective vaccine or treatment for COVID-19, it’s natural to wonder how different our lives might look after the virus is under control. Chances are, parents will continue accessing online educational resources for their children, and geographically distanced…

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A Great Time to Make a Difference

As we digest today’s sobering headlines, conflicting reports and startling predictions related to COVID-19, it’s easy to feel rather powerless. Across the globe, researchers are scrambling to learn about the disease and leaders are struggling to protect their citizens’ health and their nations’ economies. On an individual level, our normal routines have been shattered, and…

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Estate Planning in a Pandemic

While the majority of the 60,000 U.S. deaths caused by the coronavirus have been individuals at higher risk due to age or pre-existing health conditions, we have all seen reports of younger, seemingly healthy men and women who have become very ill and in some cases, even succumbed to COVID-19. Witnessing a new virus turn…

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Defeat the Villains

To say we all have a lot on our minds these days is a massive understatement. Unfortunately, bad actors and scammers know we are preoccupied. And, as they often do in a crisis, they’re ramping up their nefarious activities. There has been an increase in email and text message phishing, social media posts and fake…

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