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Does your money need a "how" or a "who"?
Which approach are you taking?
Nov 13
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Does your money need a "how" or a "who"?
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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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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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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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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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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
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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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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