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Significance, Identity, and Purpose Doesn’t Have to End at Retirement
Two Mindsets Going Into Retirement
I’ve seen two kinds of people. Those who are excited about retirement ready to be done with work, and those who don’t even want to...
Our Blog
How to STOP Paying Tax on IRAS
by Dave Zoller, CFP® | Jul 17, 2022
How to pay the LEAST Amount of Tax On IRAs and 401ks
If you’re 50 or older, this is going to help you pay the least amount of tax over your lifetime. Most people don’t figure this out until it’s...
What’s The Right Time To Adjust Your Portfolio?
by Dave Zoller, CFP® | Jul 3, 2022
https://youtu.be/a6Z8LHNg3Ns
Risk and Rebalancing Your Portfolio
If you’re retired or you’re thinking about retirement – making sure that your portfolio doesn’t drift away from how it’s supposed...
Is The S&P All I Need to Retire? Retirement Planning Investment Strategy For Retirees.
by Dave Zoller, CFP® | Jun 26, 2022
More than Risk Tolerance
I recently spoke with a prospective client who felt good about his investment strategy, but needed advice on tax efficient withdrawal strategy and creating his blueprint...
Two Critical Parts to Your Ideal Retirement
by Dave Zoller, CFP® | Jun 19, 2022
Retiring Well
When it comes to retirement, there are two things we need to get right in order to make this next stage of life the best it can be. The problem is that the entire financial...