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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
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Trading your way to financial freedom
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A retirement income planning case study
A look at how we do things around here (with pictures)
Aug 14
2
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A retirement income planning case study
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Recent client projects
A sampler of things I've been working on this summer
Aug 7
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Recent client projects
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The IRS makes up its mind
We finally have rules on inherited IRA RMDs
Jul 31
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The IRS makes up its mind
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Income tax buckets
A visual explanation of how our income taxes work
Jul 24
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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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An estate planning snafu
A Florida law changed, but no one bothered telling us...
Jul 3
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An estate planning snafu
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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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Taxes and your retirement income
How much can you reliably spend after taxes have been accounted for?
Jun 12
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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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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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