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The Top 4 Regrets In Retirement

By Robert Northcoat Regret is regrettable, but some feel that it is just a part of life. You might regret spending too much on a car or wish you hadn’t wasted so much time when you were younger. Some regrets are inconsequential, but for others, like retirement, the stakes are higher. One thing you don’t…

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What We Do And How We Can Help

By Robert Northcoat For many people, it’s hard to find the time and resources to build and manage their assets confidently. It can be even harder to know how to integrate your values, financial circumstances, and life goals into your financial plan and stay on track for the long term. At Echelon Wealth Management, we…

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Why I Became A Financial Adviser

By Robert Northcoat Whether we like it or not, our childhood shapes us. The circumstances we lived through and the lessons we learned come together to make us who we are as adults. Looking back, it’s easy to see how experiences in my early years led me to become a financial adviser and spend my…

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