May 30, 2024, 1:46:30 PM
How Should Your Investment Strategy Change As You Get Closer To Retirement?
Should you try to participate fully in stock market upswings? Or is it better to minimize losses during market downturns?
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Retire confidently. Invest smarter.
Straight-talking guides on retirement income, taxes, and investing - no jargon, no sales pitch.
Article archive
Practical retirement planning, one post at a time.
May 30, 2024, 1:45:56 PM
How to Think About Your Income Sources in Retirement
This article seeks to explore the common income sources retirees will rely on in retirement. We will attempt to provide a framework that will help you TRULY quantify how much money you ...
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May 30, 2024, 1:42:39 PM
How To Visualize Your Dream Retirement
Help yourself visualize your dream retirement by knowing your retirement numbers!
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May 30, 2024, 1:12:29 PM
When Should You Prioritize Investing in Taxable Accounts Vs Retirement Accounts
To make the best decisions for your unique situation, begin by educating yourself on the differences between taxable, tax-free, and tax-deferred investment accounts. In this blog post, ...
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May 30, 2024, 1:10:30 PM
Why Everyone Else But YOU Gets Rich When You Sell Your Home
To all my millenial and younger friends and peers. If you are thinking about buying a home in the near future, please watch this video and share it with your friends.
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May 30, 2024, 1:09:54 PM
4 Ways to Prepare for Social Security Running Out of Money
Are you worried about Social Security running out of money? There’s a lot of noise about why it might happen, but not much education about how to prepare for it. In this article we will...
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May 30, 2024, 1:05:20 PM
How Much Do You Need to Retire in 2023?
How much money do you need to retire in 2023? Let’s build a simple model to find out.
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May 30, 2024, 1:03:39 PM
Is Whole Life Insurance Worth It? Analyzing the Pros and Cons
Whole life insurance is often pitched as an investment alternative to traditional investment options such as brokerage or retirement accounts. Answering the question "is whole life insu...
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May 30, 2024, 1:01:08 PM
Are You Investing Enough for Retirement?
Are You Investing Enough for Retirement? Investing can be broken into two components - Saving, and Investing. We help break down how to optimize each component.
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May 30, 2024, 1:01:08 PM
What to Do with Inheritance Money
Inheriting money or other assets is both a blessing and a responsibility. Handled wisely it can open doors and create opportunities not possible otherwise. In this guide we will share o...
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