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How to reduce your largest lifetime expense
Tax planning is important, especially in retirement
Nov 6
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How to reduce your largest lifetime expense
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October 2024
More on privacy and making things easier for your heirs
Some additional thoughts on a couple of recent articles I wrote...
Oct 30
1
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More on privacy and making things easier for your heirs
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No More 'Donut Hole'—Discover How Medicare Is Changing!
Might be a good idea to review your Medicare coverage
Oct 23
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No More 'Donut Hole'—Discover How Medicare Is Changing!
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How to choose charities
Making the biggest impact with your charitable donations
Oct 16
2
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How to choose charities
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2
Retirement lessons from a Millennial
What a 25-year-old can teach us about living - and enjoying - life
Oct 9
1
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Retirement lessons from a Millennial
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A surprise about individual stock returns
The research tells an interesting story
Oct 2
1
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A surprise about individual stock returns
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September 2024
How to protect your personal info
How to stay safe in an age of increased data breaches and hacks
Sep 25
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How to protect your personal info
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How to plan ahead for a big expense
Avoid market timing when investing AND when spending
Sep 18
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How to plan ahead for a big expense
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How to make your home disappear
And why your kids might be glad you did...
Sep 11
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How to make your home disappear
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Why your money decisions should be more like checkers than chess
Focus on the decision right in front of you...
Sep 4
1
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Why your money decisions should be more like checkers than chess
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August 2024
Advisor or interrogator?
Who would you want to work with?
Aug 28
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Advisor or interrogator?
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Trading your way to financial freedom
And I ain't talking about trading stocks...
Aug 21
1
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Trading your way to financial freedom
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