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Posts by category

• Category: Best Life
  • How to Use Your Goals as a Financial Compass
  • Is Everyone on the Same Page? Planning for Aging Relatives
  • Estate Planning Myths High Earners Need to Stop Believing
  • Essential Documents for a Comprehensive Estate Plan
  • What Is a Fiduciary and Why Should I Care?
  • Employee Benefits for High Earners
  • Making the Next Move – from Downsizing to Dual Homes
  • Risk Management: Protecting Your Financial Future
  • Beyond the Wreck: The Hidden Costs of ‘Totaling’ Your Car
  • A Portfolio Is Not A Plan
  • Where Does Past Performance Matter?
  • What Your Net Worth Does – And Doesn’t – Say About You
  • Why Work with a Financial Planner
  • Are Your Assets Really Liabilities?
  • How Financial Rules of Thumb Can Affect You
  • Why Didn’t My Accountant Tell Me That?
  • Dollars are Not LEGOs®
  • Why Entrepreneurs Need a Financial Plan
  • A Purpose and Expiration for Every Dollar
  • Don’t Feel Like You’ve Made It? It All Comes Down to Context
  • Why Does a Diversified Portfolio Matter?
  • Does Contributing to my 401k Still Make Sense?
  • Benefits of multiple income streams
  • Myth: It’s always better to pay down debt as fast as possible
  • Myth: It’s always better to buy than rent
  • Are You Average?
• Category: Business Owners
  • The Costly Consequences of Not Having An Estate Plan
• Category: In Best Life
  • 8 Benefits of Tax Planning
• Category: Income Planning
  • IRMAA – Your surprise retirement expense
  • Income planning and how it can help you
  • Reduce taxes and insurance premiums with QCDs
  • What to do with Forced Income
  • Key Considerations During Open Enrollment
  • Tax Planning and Common Misconceptions
  • Are You Giving Up Free Money?
  • Income Planning for Retirement
  • Why We Do Income Planning
  • Should I Defer My Compensation?
  • Impact of Higher Interest Rates
• Category: Investment Planning
  • Are there Perils in your Portfolio?
  • The Best Tool in your Retirement Portfolio?
  • Roth IRAs Explained
  • What is Index Investing
  • Interest Rates and Economic Cycles
• Category: Personal Finance
  • What Can You Learn from Your Tax Return?
  • Evaluating a Roth conversion – the picture now and later
  • Considerations before taking a loan from your 401k
  • Myth: It’s always better to defer taxes
• Category: personal-finance
• Category: Podcast
  • Living Your Wealth Today and Tomorrow
• Category: Retirement Planning
• Category: Tax Planning