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Income tax buckets
A visual explanation of how our income taxes work
Jul 24
1
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Income tax buckets
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Retirement planning in pictures
A visual guide to the challenges (and opportunities) as you plan for retirement
Jul 17
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Retirement planning in pictures
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The king of personal finance apps?
A great tool to manage your financial accounts, spending, cash flow & more
Jul 10
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The king of personal finance apps?
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An estate planning snafu
A Florida law changed, but no one bothered telling us...
Jul 3
2
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An estate planning snafu
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June 2024
A few thoughts on investment risk
Don't just accept the risk you can "tolerate"
Jun 26
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A few thoughts on investment risk
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A financial fork in the road
You can do anything, but you can't do everything
Jun 19
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A financial fork in the road
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Taxes and your retirement income
How much can you reliably spend after taxes have been accounted for?
Jun 12
1
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Taxes and your retirement income
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My advice, distilled
30+ years of delivering financial advice in under 800 words
Jun 5
4
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My advice, distilled
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May 2024
You need more "and" in your money decisions
Most of your financial choices aren't exclusionary
May 29
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You need more "and" in your money decisions
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The Dirty Dozen
A list from our friends at the IRS
May 22
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The Dirty Dozen
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Question everything
Be curious until you have the clarity, comfort, & confidence you desire
May 15
1
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Question everything
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An underappreciated piece of your financial plan
This account type can provide additional flexibility with your finances
May 8
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An underappreciated piece of your financial plan
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