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Developing A Clear Vision For Your Future
Do you have enough money to live the life you have grown accustomed to? Learn how our cash flow analysis can monitor, in real time, the effect of current circumstances on your future wealth.
Watch the video below for a walkthrough of our Exit Planning Process.
Meet Our Team Member: Ahmie Baum
I was raised in a home where helping people was a foundational element of my upbringing. Helping people was my parents’ job (as they both had Phd’s in Education), but it quickly became a passion of mine and a cornerstone of who I am. Another, less jovial formative moment in my youth was my father’s […]
Understanding Your Retirement Income Plan
Manage cash flow in retirement with multiple income streams When you retire, you get to bid farewell to the working world. That’s the good news. The bad news? You’ll no longer have a paycheck coming in from your employer. To address that, you’ll need to piece together a steady stream of income from different retirement […]
The Importance of Long-Term Care Planning
Long-term care coverage can fill in the gaps other health care insurance leaves behind. Long-term care insurance helps cover the cost of assistance with daily living tasks, including bathing, dressing, eating, and mobility.
5 Things You Are Getting Wrong About the Main Street Lending Program
This year has been marked with one major theme, change. It came fast and furious leaving a wake of destruction, denial and unanswered questions in its path. Buried beneath all of that has been opportunity for those that have spent the time adapting and adjusting with the current landscape. We believe that there is a […]
Preparing for Healthcare Costs in Retirement
For many Americans, navigating the maze of health insurance options—from employer-based plans to individual policies—can be dizzying. Much of that changes at 65. That’s when individuals generally are eligible for Medicare, which covers routine health care expenses such as visits to doctors and prescription drugs. But the program doesn’t cover everything. Here is a breakdown […]
How Coronavirus is Scrambling Retirement Plans
A doctor expected to work for two or three more years before moving closer to the kids and grandkids. A couple in their fifties and sixties looked forward to settling seaside in Costa Rica. A mortgage broker planned to retire later this year.
What’s In a Definition?
Clarity, Structure, and Direction Interchange Captial Partners defines Wealth Management as Planning, Relationship Management, and Investment Management.
What’s in a Name?
For some, it is just a name, for us it is a statement of what we are and why we do what we do. Interchange – Take a moment and visualize the largest most complex highway Interchange you can; it sprawls in every direction. That is how clients have told us they view their wealth; […]