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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

My Response To “How Is The Market Doing?”

Is the market performing poorly this year? It depends on WHICH market you're looking at....
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Stream Movies, But Invest In Fundamentals

Netflix has produced great earnings over the last several years. Why is the stock worth as much as...
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Do We Suffer From Market Volatility Amnesia?

Recent market volatility has many concerned. How do the drops impact your retirement plan?...
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Investment Lessons From Apple’s $3 Trillion Growth

Apple stock has grown 400% in the last 3 years. What has led to Apple's growth, and is...
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Over 7% Interest?  Are Series I Bonds Right For You?

Series I Bonds are an opportunity to earn a high interest rate when inflation is high. Are they...
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Investing, Retirement

What Happens To Dividends In A Bear Market?

Can you rely in dividends for retirement income, even during a bear market?...
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