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I got advice from a client recently that, in my 14 years of helping people retire, I hadn’t heard before, so I want to share it with you. This client’s been retired...

As you’re planning your retirement, there’s a shift that we should think about as we map out our finances and our life after our career. There are two important...

The beginning of retirement can be a pretty strange period of life. You’ve spent the last 20 to 40 years in working mode, and then all of a sudden it stops. It’s...

It’s not too late to boost the value of your Roth IRA without impacting your taxes too much. If you’ve ever asked yourself if you should have more money in your Roth...

If you could answer a yes to these four questions, then you might have everything aligned for you to retire right now. Not in a year or two years from now – right now.