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Archive for April 2021

Why You Need A Retirement Spend Plan and How to Build One, Part 1:Spending

What is a Retirement Spend Plan? A retirement spend plan ensures that you have sufficient income to cover your expenses throughout your 35+ years of retirement.  It’s a plan that aligns your money flows—money coming in and money going out.  It helps to make sure you don’t run out of money or die with a…

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Recent Posts

  • When Two Worlds Collide
  • How the Proposed Tax Changes Could Affect You – Before the New Year
  • Estate Planning Basics, Part 2: The Perfect Trustee
  • Estate Planning Basics, Part 1: Trust vs Will—Which One is Best?
  • Women and Wealth: Take Control of your Financial Future in 8 Steps

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Advisory services are offered through Scheibel Planning Solutions, LLC, dba Smarter and Wise, an Investment Advisor in the State of Maryland and Texas.

This communication is intended for individuals residing in the states of CO, DC, DE, MA, MD, TX, TN, and VA. No offers may be made or accepted from any resident outside the specific states referenced. Advisory services are offered through Scheibel Planning Solutions, LLC, dba Smarter and Wise, an Investment Advisor in the State of Maryland and Texas.

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