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Wisdom, guidance and learning to help you make smarter retirement decisions.

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Be Fearless (But Smart) with your Retirement Portfolio!

February , 2021

When considering current events and the economy, are you concerned that the stock market is too high?  How does this make you feel about how much of your retirement savings you should be risking in the market?   You are not…

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Lower your Tax Bill and Have More Money in Retirement

January , 2021

Many people will overpay their income taxes in retirement. Why? Because too few people know that future taxes may be reduced with timely and smart tax planning now. I am not suggesting anything illegal or unethical. Everyone should pay their…

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