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Insights

Samantha Grisham | Oct 14, 2025

Rethinking Retirement: Why True Wealth Is More Than Money

Retirement
Lifestyle
Health
Family

Rethinking Retirement: Why True Wealth Is More Than Money

You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with

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Samantha Grisham | Sep 30, 2025

Recent Fed Rate Cut

Finance
First rate cut of the year. Here's what to know.
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Samantha Grisham | Sep 12, 2025

Overlooked Retirement Expenses (And How to Plan for Them)

Retirement
Finance
Health
Tax Planning
Family
Real Estate

A comfortable retirement doesn’t come with a fixed price tag.

Expenses can change over time, and some of the most important ones are easy to overlook.

That’s one

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Samantha Grisham | Sep 1, 2025

Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Investments
Finance
Savings
Risk Management

The Dow crosses 45,000. Your brain whispers: "This has to be the top."

The market drops 15%. Your brain screams: "Get out before it gets worse!"

Different

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Samantha Grisham | Aug 22, 2025

Economy Slows, Stocks Soar - A Market Paradox Explained

Finance
Investments
What if we told you the economy is slowing… yet investors are cheering? Sounds backward, right? But it is happening in plain sight.
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Samantha Grisham | Aug 8, 2025

Markets Are Reacting. Should You?

Investments
If your portfolio is built around your goals and properly diversified, it's designed for moments like this.
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Samantha Grisham | Jul 31, 2025

What the New Tax Bill Could Mean for You: 7 Big Changes You Should Know About

Tax Planning
Finance
It’s called the “One Big Beautiful Bill Act,” and it could represent a big overhaul to household finances.
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Samantha Grisham | Jul 25, 2025

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Samantha Grisham | Jul 11, 2025

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Finance
Investments

Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record

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Samantha Grisham | Jun 27, 2025

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Samantha Grisham | Jun 13, 2025

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Samantha Grisham | Jun 1, 2025

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Masso Torrence

Wealth Management | 401(K) Plan Consulting

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Suite H-160 
Marlton NJ 08053

Contact Us

  | samantha@massotorrence.com 
  | 856-988-6664 
  | 800-989-8699

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