Category: retirement planning
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Set Priorities and Optimize Debt to Balance Out Uncertainty
To look back on 2020 and say it was a challenging year would be an understatement. Uncertainty was a theme, stimulus debates took center stage,...
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How HSAs Can Boost Your Retirement Savings and Offer Triple Tax-Free Benefits
Have you heard about Health Savings Accounts (HSAs)? If you are a high-end earner, you might assume an HSA isn’t ideal for you. But before you dismiss...
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3 Steps to Take When Building Wealth Now So You Can Make the Most of it Later
Do you have what it takes to make the most of your lifetime wealth? If you’re on track financially, that’s a big part of the...
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What to Do While Waiting Out the Bear Market
In our team’s experience, we’ve encountered investors who let emotions get the best of them, reacted to current events and dour market headlines, and always...
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16 Things You Can Do to Prepare for the Next Recession
Why are people more afraid of flying than driving, even though car wrecks are far more frequent? As one academic suggests, “in a car, at...
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How to Prepare for the Retirement Apocalypse
Riding Past the Five Horsemen of the Retirement Apocalypse The “Five Horsemen” in this reference symbolize the challenges that come to those facing retirement. If you’re...
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What is Your Retirement Planning Readiness?
When assessing their retirement income planning strategy, most people want to maintain their current standard of living after they retire. That’s why they are saving...
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Monte Carlo Analysis: Relatively Reliably Answers How am I Doing so Far?
If there’s one question on every investor’s mind, it goes something like this: “How am I doing so far?” This universal query is especially relevant...
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Do You Want to be Prepared for an Uncertain Future?
We invited our friend and colleague Larry Swedroe, the Chief Research Officer for the BAM ALLIANCE to lead a panel discussion at our office Friday,...
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Are Your Retirement Dollars Being Trimmed by Taxes?
If you’re an attorney or similar high-end professional earning $400,000+/year, let’s face it: Your basic tax-advantaged retirement contribution limits won’t cut it. If you max...
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Substantial New Tax-Break Options for Business-Owning Attorneys
A Timely Tip for Business-Owning Attorneys: How the TCJA Can Help You Plan for Retirement Let’s take a little journey today, you and I, to...
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What Does it Mean to Have Enough in Retirement?
Your financial future depends on you. There is an irony at the heart of personal finance, financial planning, and the whole process of wealth management....
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