How can higher earners increase their retirement savings TAX FREE? The Mega Backdoor Roth Strategy has gained significant attention as a powerful tool for high
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Understanding when and how to claim Social Security benefits isn’t always straightforward, especially if you plan to continue working. While you can start
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As parents, we strive to equip our children with the knowledge and skills they need to navigate the complexities of adulthood successfully. One crucial aspect
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The Assets Under Management (AUM) fee model is not just outdated, but it is also fundamentally flawed.
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When do annuities make sense in a portfolio? In my opinion, rarely! After over two decades of experience, I personally feel the drawbacks of annuities fail the
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The basis of Asset Allocation was formed in 1952. Numerous advances and complexities have been added to the investing landscape since then while the core
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What happens to my Social Security benefits if I decide to start collecting while I am still working?
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In a financial landscape riddled with conflicts of interest and broken models, our independent, flat fee-based financial advisory service stands out as a beacon
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Unfortunately, there is a real need to teach our children the basics of personal finance. One Econ class in high school is too late; spending and savings habits
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Riding the highs, and experiencing the lows, it is the way of the investment market. However, what if we told you that the key to sound and quality investing is
For years, my wife and I have been avid cooks. We have thoroughly enjoyed the process of menu planning, ingredient selection, prepping and of course the actual
How Does This Impact You?
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