What You Need to Know About Pension Election
[youtube https://www.youtube.com/watch?v=15NhTK0eOKs] Lots of baby boomers are hitting retirement age. And with...
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Happy Father's Day!
I remember Father’s Day 2017 like it was yesterday, evidence of how time flies! Lucas had just been born on 5/5/17. He’s...
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Concept of Four Tax Buckets
No one wants to pay more than his or her fair share in taxes. Yet few have a good understanding of how their savings...
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Wealth Transfer Planning: A Case Study for a Blended Family
Blended families are not uncommon these days. But this complicates estate and wealth transfer planning because there are...
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Zero Tax Plan - Concept of 9 Circles
Proactive wealth transfer planning is about control and leverage. We believe that a successful estate distribution plan...
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Social Security Election Strategies: Have A Plan
[youtube https://www.youtube.com/watch?v=E_pADxGMRJI] Social Security remains a hot topic for my clients and one of...
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Keep the Main Thing the Main Thing
[youtube https://www.youtube.com/watch?v=FtkPHe1w_aI] Retirement planning can be simple, but it’s not easy, especially...
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How Should I Be Invested? Our Three Bucket Theory
[youtube https://www.youtube.com/watch?v=UvAoICSWDbI] The final step in our retirement process is determining an...
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Making the Savings Trade-Offs and Determining "Where" to Save
[youtube https://www.youtube.com/watch?v=nJH0-y_nP2k] After you have identified your time horizon for retirement, your...
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What's "Your Number"? Know Your Lump Sum Savings Need
[youtube https://www.youtube.com/watch?v=xOWE5J7UOOQ] Do you remember that commercial (https://www.youtube.com/watch?v...
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Where's Your Retirement Paycheck Coming From And Who Signs the Check(s)?
[youtube https://www.youtube.com/watch?v=fWsEIfWPg88] Defining your retirement vision and timeline is an important first...
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When Will Your 8,000 Days Begin? Setting a Retirement Timeline.
Retirement is more than just numbers, it’s about the feeling and emotions that can come with significant change in...
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