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There are five steps to achieve a successful and secure retirement. It’s like climbing a mountain up to its peak – which is that retirement date – and there are five...

If you’re like a lot of our clients, you are trying to achieve a 10 out of 10 confidence level about your ability to retire – anything less than that isn’t ideal,...

Spending just a few minutes on these journal prompts might be one of the best non-financial investments you can make in or before retirement. Clients who spend time...

Something important disappears when you get to this new stage of life that we call retirement, financial independence, financial freedom – whatever you want to call...

A lot of people can overlook these two things related to social security, and doing so can negatively impact your retirement and cause unwanted surprises. A lot of...