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John, Kurt, Andrew and Brian featured in Kiplinger
When planning for retirement, one of ten overlooked aspect that can significantly affect an individual’s financial health is risk management, particularly understanding the sequence of returns. This concept isn’t just…
As a seasoned financial professional, I have witnessed firsthand the transformative power of strategic long-term tax planning for individuals nearing retirement. Properly managed, such planning can pave the way to…
As we step into 2024, the financial landscape is evolving rapidly. For our clients who have already accumulated significant wealth, navigating these changes requires strategic planning and informed decisions. At…
When you think about planning for a successful retirement, what’s the first thing that pops into your head? If you’re like a lot of people I’ve met with over the…
When you draw up your financial blueprint, you’ll want the result to weather economic storms, risks that come with aging and other changes in your life. If you’re a fan…
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…
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