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Retirement planning

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Retirement, Roth IRA

The Pros and Cons of Roth Conversions in Retirement

Explore the benefits and drawbacks of Roth conversions in retirement to see if this strategy aligns with your...
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Retirement, Tax Planning

Smart IRA  Strategies for Retirees with Successful Children

Learn IRA strategies for retirees with high-earning children to minimize taxes and maximize legacy.
Investing, Retirement

The Three Pillars Of Successful Investing

Discover three pillars for investing success: Faith in the Future, Patience in the Presence, and Discipline in Decisions to navigate

Investment management

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Investing

Timing Isn’t Everything

The lure of getting in at the right time or avoiding the next downturn may tempt even disciplined,...
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Investing

The Biggest Allocation Opportunity in 35 Years

Discover the biggest relative asset allocation opportunity in over 35 years with insights on strategic investing, portfolio diversification, and maximizing
Investing, Retirement

The Three Pillars Of Successful Investing

Discover three pillars for investing success: Faith in the Future, Patience in the Presence, and Discipline in Decisions to navigate

Tax advisory

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Tax Planning

My Income In Retirement: Is that Taxable?

Guide to retirement taxes: Understand how income sources are taxed for informed planning....
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Retirement, Tax Planning

Smart IRA  Strategies for Retirees with Successful Children

Learn IRA strategies for retirees with high-earning children to minimize taxes and maximize legacy.
Tax Planning

Managing Quarterly Tax Payments in Retirement: Key Points to Consider

Once you retire, the company isn't taking money out of your paycheck to pay taxes. It's up to you now.

Latest articles

Planning, Sandwich Generation, Steward

3 Self-Care Tips for People in the Sandwich Generation

If you're caught between taking care of your aging parents and helping your children prepare for adulthood, start...
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Planning

Back to School

Now is a good time to sharpen your pencil for a few important lessons before heading back into...
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Uncategorized

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Investing

Quit Monkeying Around!

Quit Monkeying Around!...
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Retirement

7 Principles to Help You Plan for Retirement Like a Pro: Principle #7: Spend and Invest Realistically

Once you retire, it’s important to continue to focus on long-term goals to keep you on track for...
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Investing

The Power of Markets

Instead of fighting the market, pursue an investment strategy that efficiently and effectively harnesses the extraordinary collective power...
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