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financial transition planning

Our goal is for our clients to gain clarity and vision for their lives, be responsible and at ease with their money, and make confident choices without regret.

“Just don't give up trying to do what you really want to do. Where there is love and inspiration, I don't think you can go wrong.”  – Ella Fitzgerald

“Our only limitations are those we set up in our own minds.”
– Napoleon Hill

“A goal is a dream with a finish line” – Duke Ellington

“The future belongs to those who believe in the beauty of their dreams.”
– Eleanor Roosevelt

“When life changes, money changes, and when money changes, life changes.”
– Susan Bradley, CFP ®, Founder, Sudden Money Institute

“A life of reaction is a life of slavery, intellectually and spiritually.  One must fight for a life of action, not reaction.”  – Rita Mae Brown

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financial transition planning

World-Class Inequality

Submitted by Third Eye Associates, Ltd on January 27th, 2017

One of the persistent issues of the 2016 U.S. Presidential campaign was the wide (and growing) divide between the “haves” and the “have-nots”—variously expressed as a rising sentiment against the “one-percenters,” or as laments against the “hollowing out of the middle class.”

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No Leverage = Higher Costs

Submitted by Third Eye Associates, Ltd on January 20th, 2017

We hear all the time that medical costs are too high in the U.S., and that Medicare is going to go bankrupt in the future.  The President-Elect recently told us in a press conference that drug companies are “getting away with murder.”  So how high are drug prices, and are those prices contributing at all to the high medical costs in the U.S.?

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Life Transitions ― Money, Emotions and Confusion

Submitted by Third Eye Associates, Ltd on May 8th, 2014

December 27, 2013

By Beth Jones, RLP®, AIF®, CFT™

Life is full of changes

What do a lottery winner, lawsuit recipient and a widow have in common? Sudden money ― and sudden, similar emotions. While it may seem their experiences are polar opposites ― one is a “celebratory” experience and another involves deep grief ― both result in shared emotions. Shock, surprise, loss of identity and self-esteem, guilt, confusion, overwhelm, dramatically altered relations with friends and family. Other transitions which can elicit similar emotions are divorce, retirement, sale of a business, loss of money or a loved one. Life transitions are a time of change ― “what was” no longer exists and “what will be” has not yet taken shape. By definition, a transition is a temporary state. One of the keys to a successful transition is to take the time to re-examine your sense of purpose and consider your new choices in light of your highest life goals. Working with a financial planner trained by the Sudden Money® Institute in Financial Transition Planning can provide the needed guidance and structure to handle this time effectively.

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Estate Planning — Avoid Conflicts that Can Arise with Your Illness or Death

Submitted by Third Eye Associates, Ltd on May 8th, 2014

September 21, 2013

By Beth Jones, RLP®, AIF®, CFT™

Many people fail to have proper and updated estate planning documents, so a serious illness or death of a family member can create major ramifications at a difficult time. Some think that only wealthy people need estate planning documents  not true. Below is a summary of the documents that can help to ensure that your desires are clear and legal, hence minimizing conflicts and confusion.

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New York City 212.787.4292  | Washington, DC 202.667.2266   | Hudson Valley   845.752.2216  | Fax  845.853.1491

Third Eye Associates, Ltd. is a state Registered Investment Adviser with offices in New York City, Washington, DC and Red Hook, NY,
and currently serves clients in 17 states. Third Eye Associates, Ltd. provides independent life and wealth planning services.

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