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How much does it take to be considered wealthy? There is an answer, and it might surprise you. 

It surprised me because when Schwab did this survey asking people how...

Today’s video is an interview with Chad Willardson, president and founder of Pacific Capital in California. Chad is a certified financial fiduciary and a chartered...

What Advisors Don’t Tell You

I recently spoke with someone about a year from retirement who had a big problem that wasn’t being addressed, so I wanted to share it...

2023 Social Security Changes You Should Know

There are some changes coming to social security in 2023 that will affect both those approaching retirement and those already in retirement and...

The Best Retirement Advice: Five Truths Every Retiree Faces

I want to share one of the most valuable pieces of retirement advice that I’ve ever heard. If you’re...