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Posts by category
- Category: Build Wealth
- Individual Bonds vs. Bond Funds: Which One is Right for You?
- March Madness Strategies That Work for Your Finances
- Separating Fear from Fact in Market Valuations, Taxes, and Social Security
- Should I Invest a Lump Sum of Cash Right Away?
- Football & Finance: How Adjusting Your Game Plan Can Boost Investment Returns
- The Myth of Sacrifice: Teaching Your Kid to Save for the Future While Enjoying the Present
- A Financial Advisor’s Guide to Purchasing a Vacation Home
- Maximizing Your Income: The Importance of Adjusting Tax Withholdings
- Category: Family Finances
- Do You Need a Prenup? When Financial Planning Meets Romance
- Navigating Gulf Coast Real Estate During Hurricane Season
- Graduated and Grown(ish): To-Do’s for You and Your High School Grad
- Should You Use Life Insurance As a Retirement Savings Vehicle?
- The Joys and (Financial) Challenges of Having Kids Later in Life
- Getting Together with Family Over the Holidays? We’ll be Right Over!
- Category: Managing My Investments
- How to Handle a Low Basis Concentrated Position (Without Losing Sleep or a Fortune)
- Lost 401(k) Accounts? Find Them in the Retirement Savings Lost and Found Database
- Labor Department’s New Fiduciary Rule Blocked by Judge (and Why This Matters to You)
- Should Retirees Add Bitcoin ETFs to Their Portfolios?
- Utilizing NUA Stock Treatment: A Smart Strategy for Pre-Retirees
- Navigating the Markets: The Significance of Major Events and the Big Financial Picture
- How to Navigate the Impact of Rising Interest Rates on Your Bond Portfolio
- Category: Retire Well
- Social Security Changes Ahead: What the End of the Windfall Elimination Provision Means for You
- Beyond the Pension: Critical Financial Factors to Ensure a Secure Retirement
- The Surprising Reality of Pension Options and Why You Might Want to Consider Annuities
- Think About This Before You Surrender Your Greatest Asset: Your Income
- Don’t Plan for Retirement Like I Planned for Disney
- When is the Best Time to Take Social Security?
- Is Phased Retirement Right for You? Exploring the Pros and Cons
- How Will Inflation Affect My Retirement?
- Financially Planning for Retirement: Why Your Activities Matter
- Category: Tax Strategies
- Charitable Giving with Donor-Advised Funds and Charitable Trusts
- Optimizing Your Tax Strategy Before Year-End: A Quick Checklist
- Understanding Withholding Options and Taxable Income for Retirees
- Why Sharing Tax Information with Your Financial Advisor Matters
- 5 Common Tax Time Scams and How to Stay Safe
- Category: Understanding Inheritance