Author: Shauna Faulkner

FREE 9.3 Q&A -Malcom Webb

Everyone has a path. Some are marked as blessed; others are marked with roadblocks and obstacles. The path for AP affiliated advisor Malcolm Webb in Bloomington, Ind., has been filled with both. His journey is uniquely his, leading him from his hometown of Bloomington to the White House, the Big Apple where he fraternized with the likes of renowned composer Leonard Bernstein, and then back to Bloomington, flying and mentoring youths in the Air Force Auxiliary, along with providing financial planning services for the community that essentially raised him. While at times rocky, it was this path that brought him to where he is today, shaping the man he’s become and strives to be.

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FREE 9.2 Q&A – Patricia McNeilly and Steven McNeilly

Patricia McNeilly of Glen Ridge, N.J. turned her 25-year career as a securities analyst into one where she could stand on her own, planning others’ financial futures. Her successful practice only grew in scope when her son, Steven, joined the firm in 2008. Now this dynamic duo is a leader in corporate retirement plans, building a reputation for retirement knowledge and sharing their expertise with other advisors. With an eye firmly on the future, Patricia and Steven are building a business model geared for success now, and limitless potential for years to come.

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FREE 6.2 Q&A – Brian Farkas

Brian Farkas is a self-made man. Forced to take on responsibilities beyond what a teenage boy should, all his life he ahs been driven by ambition, family and an innate need to help others in their search for financial stability.

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Hurricane Season: Protecting Family and Home

The National Oceanic and Atmospheric Administration’s Climate Prediction Center is forecasting a 60% chance of an above-normal 2021 hurricane season, with a likely range of 13 to 20 named storms, of which three to five may be major hurricanes (category 3, 4 or 5). For individuals in the path of hurricanes, these events can change lives. However, with proper planning, the worst of a hurricane’s impact may be mitigated.

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Deciding Where to Enjoy Retirement in the U.S.

Lists of the “best places to retire” are ubiquitous. These lists make for great clickbait, but what tends to be overlooked is that “best” is a relative term. “Best” really depends upon what an individual prioritizes for his or her retirement. Recognizing that needs and desires will define where the “best place to retire” is, we’ve come up with some ideas based on two different priorities.

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