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Here at Streamline, we usually model out different retirement withdrawal strategies or outcomes that could play out for our clients. Right now, we’re looking at historically low tax rates in our...

The Biden administration is proposing changes and, in this post, we’ll look at what they might mean for your retirement. The first one is only going to impact people who have assets totaling...

There’s one common mistake that people make when using a financial advisor. If you know what it is ahead of time, you’ll know:

• what to look out for when you’re talking to advisors;
• how to get...

Warren Buffett is one of the greatest investors of all time. In this post, I’m going to see how we can use some of his advice to help plan a successful retirement.

“I do know that when I am 60,...

There are three big financial mistakes that we see a lot of retirees make. In this post, I want to share these mistakes with you. Then I’ll let you know how to avoid unnecessary worry about the...