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John, Kurt and Brian as featured in Kiplinger

Who out there has heard of IRMAA? Likely, not many. When I hold seminars and ask who’s heard of IRMAA, few people raise their hands. For those who haven’t and…
Hiring a financial advisor should be taken seriously; after all, they will be privy to some of your most personal information. The financial world is incredibly complex, and advisors come…
Financial decisions are some of the most important ones we make in our lifetime. Purchasing a home, investing in the stock market, and planning for retirement are just some of…
The countdown is on, retirement is fast approaching, and finally, you will get to enjoy the time you have worked so hard for all these years. Even if you were…
Not everyone starts saving for retirement at the same time. Of course, the earlier, the better, but it is never too late to get on track. For many Americans, hitting…
With the cost of living and the average life expectancy both on the rise, retirement planning has become more critical than ever. Everyone knows that they should start saving for…
Historically, investing has proven itself an excellent way to increase your wealth over time. It is strongly favored over basic savings accounts by financial experts and advisors around the world.…
Everyone knows that saving money is a good idea, but many are unclear about how much they should really be putting away. Building up a nest egg is a generally…
We all dream of it, the golden years when we can finally sit back, relax, and enjoy our coveted retirement. For some, it might include beachside cocktails; for others, it…
It goes without saying that nobody is a fan of paying taxes, and if given a choice, most people would hold off forking over the money for as long as…
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