Unconventional Wisdom: Rethinking Social Security Benefits Strategy
Let's talk about Social Security benefits and why conventional wisdom might not always be your best bet. You've probably...
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Unveiling Financial Resilience: A Tale of Unexpected Fortunes
Today, I want to share an intriguing tale from a recent planning meeting that reaffirms the importance of meticulous...
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Unveiling the Mystery: Where Do Your Tax Dollars Really Go?
With April 15th looming, many of us find ourselves pondering a common question: What exactly do my taxes pay for? Today...
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Seizing Opportunities: Navigating the Current Interest Rate Landscape
In recent years, the Federal Reserve Board has been on a trajectory of raising interest rates. While this move may have...
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Scam Alert: Protect Yourself from Fraudulent Calls and Emails
I want to share a quick story that happened to my wife and me last week. Last Friday, my wife called me, shaken up and...
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How Gratitude Shapes our Financial Journey: Insights from a College Grad
Today, I want to share a heartwarming story that emerged from our current financial planning class tailored for recent...
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Navigating Your 401k Rollover Options: What You Need to Know
Hey there, folks! Today's blog is a short and sweet one, but it's packed with valuable information about an important...
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Avoiding Common Retirement Pitfalls
Today, I stumbled upon an eye-opening survey that I just had to share with you. It's called the "Top 10 Retirement...
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Planning Your Golden Years: A Chat About Retirement with a Twist
Today, I want to address all you retirees out there and those who are on the brink of joining the retirement club...
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Financial Perspective - Giving and Receiving
I hope everyone had a fantastic Valentine's Day filled with love and warmth. I wanted to share a moment that touched my...
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Navigating Elections and Market Volatility: A Perspective for Investors
Hey there, folks. It's time for a little chat about elections and their impact on the markets. Now, before you start...
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Embracing Market Headwinds & Tailwinds in 2024 and Beyond
In today's discussion, we're going to delve into an important topic that has been on the minds of many investors as we...
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