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Posts by category

• Category: Build Wealth
  • 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
  • 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
  • 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
  • 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
  • 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
  • 70% of Retirees Have this Money Worry
  • Understanding Inherited IRAs: 5 Things You Should Know
  • The Great Wealth Transfer: Preparing for an Inheritance
  • Don’t Count on It: 4 Reasons Why You Shouldn’t Rely on a Possible Inheritance