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Another Reason the 8X Rule Doesn’t Work
Recently we wrote about the 8x Rule and why it’s a flawed calculation. Yet for many years, it has been viewed as conventional financial wisdom; and for that reason, we know…
Golden Reserve
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Does Your Financial Planner Have a Big Appetite for Fees?
Don’t Let Them Have YOUR Cake and Eat It Too! Preparing for retirement is…
How the Biden Tax Plan Could Change Your Retirement
These changes to the capital gains tax would affect nearly everyone. Buckle up, retirees….
You Pay Your Financial Planner How Much?!
Know the difference between fixed and percentage fees Is it rude to ask someone how they make their money?…
This One Thing Your Retirement Plan Is Probably Missing Could Cost You Everything
No one wants to worry about running out of money. So why are so many plans missing this? Here’s a bit of trivia for you: What’s one of the…
How to Minimize Your Taxes in Retirement
Three Ways to Keep More of Your Hard-Earned Money The only thing that feels…
How to Help Ensure You Have Enough Money in Retirement
Let’s Talk About What Keeps You Up at Night If you’re losing sleep over…
Hope is Not Enough When it Comes to Long-Term Care
Hope is Not Enough When it Comes to Long-Term Care It’s not fun to…
How Your Tax Bracket Could Change Under Trump’s Tax Plan
The long-awaited details of US President Donald Trump’s tax plan are finally beginning to emerge….
