There are many unknowns when it comes to planning for retirement. Tax laws are continually in flux, healthcare costs are on the rise, and financial markets are unpredictable. Yet among the multitude of uncertainties lies…
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Tax Diversification in Retirement: What It Is and Why Does It Matter?
Planning for retirement involves more than just saving money and investing wisely—it also requires proactive tax planning. Just as you diversify your investments to minimize risk and boost potential returns, diversifying your retirement savings across…
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How to Prioritize Your Financial Goals After a Windfall
In this blog post, we’ll explore how to prioritize your financial goals and make the most of a windfall. You’ve just come into a significant windfall, and now you find yourself with a variety of…
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Start Holiday Shopping Now: Ways to Save Big
Many reports suggest that consumer holiday spending will increase this year and retailers are willing to give big discounts to draw you into their stores. The key to taking advantage of this is to set…
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Should You Use a Roth IRA to Save for College?
I hear this question a lot since a Roth IRA allows you to withdraw money to pay for qualified higher education expenses without paying a 10% early withdrawal penalty. While there are both advantages and…
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