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How the 4% Rule ACTUALLY Works
Retirement planning has evolved over the years, and one of the fundamental rules guiding it – the 4% rule – isn’t set in stone anymore. In this blog, we’ll explore why the safe withdrawal rate is no...
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The 4 Essential Shifts to Transform Your Retirement
by Dave Zoller, CFP® | Nov 6, 2023
Retiring is a significant milestone in life, and to ensure a successful retirement, there are four essential shifts that you need to make. In this blog post, we’ll break down each of these shifts and...
Why Savvy Retirees Choose This Account
by Dave Zoller, CFP® | Oct 23, 2023
The Retirement Freedom Account (RFA) is often misunderstood, but it offers a range of benefits that can significantly impact your financial future. In this blog, we’ll delve into the seven key...
Don’t Let a Bad Start Ruin Your Retirement
by Dave Zoller, CFP® | Oct 16, 2023
Retirement planning often focuses on financial investments, but there’s more to a happy and fulfilling retirement than just money. In this blog, we’ll explore six crucial investments you should make...
6 Investments You’ll Never Regret
by Dave Zoller, CFP® | Oct 10, 2023
Retirement planning often focuses on financial investments, but there’s more to a happy and fulfilling retirement than just money. In this blog, we’ll explore six crucial investments you should make...