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Understanding Your Financial Decision-Making Process

Our clients are increasingly aware that they are facing a future with many financial uncertainties. Our clients include business owners who have successfully shouldered the burden of making payroll, and people approaching the milestone of financial independence who are uncertain of how to switch their portfolio from growth to income and are unsure if their assets will last longer than they do. Blue Ocean Partners helps our clients understand what their financial choices are in their journey through life. We guide them through a process to align their decisions with their goals and values.

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Certain Uncertainties in Retirement

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The uncertainties we face in retirement can erode our sense of confidence.

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Money that Buys Good Health is Never Ill Spent

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Does Your Child Need to File an Income Tax Return?

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Using smart management to get more of what you want and free up assets to invest.

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How federal estate taxes work, plus estate management documents and tactics.

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Learn how to harness the power of compound interest for your investments.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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In the world of finance, the effects of the "confidence gap" can be especially apparent.

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