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Insights, ideas and inspiration to fuel your best financial life
 When planning for retirement, the question often arises: Should I buy an annuity? Annuities are often touted as a reliable option for ensuring steady income during retirement, but they come with their own set…
Shift into Retirement The shift into retirement is one of the most significant life transitions, yet it’s often overlooked as a time of emotional and mental adjustment. Moving from the routine of full-time work…
Optimizing Retirement Accounts Tax Strategies Managing and optimizing your retirement accounts and tax strategies is no small task. As you approach retirement, you may find yourself juggling a variety of accounts—401(k)s, IRAs, brokerage accounts,…
5-10 Years to Retirement As you get closer to retirement, the financial planning landscape changes. Those final 5-10 years bring new priorities, questions, and a natural desire for clarity. Do I have enough to…
Have Unused 529 Plan Funds? It’s a rewarding feeling: your child has finished college, launching into the next chapter of life with newfound knowledge and independence. Or, maybe they didn’t, and that’s okay too….
Common Retirement Mistakes Retirement marks a significant life transition, one that requires careful planning and a realistic understanding of what lies ahead. Despite all the guidance and information available, there are still many common…
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Recent Posts
The start of a new year is one of the best opportunities you get to reset, realign, and simplify your financial life. The goal is to spend a short, focused window of time putting…
If there is one thing nearly everyone agrees on, it is this: no one wants to pay more in taxes than they have to. Most people are perfectly willing to pay their fair share,…
