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Financial Planning
High Interest, High Stakes (Can a Retiree Thrive in a Rising Rate World?)
Financial stability during your golden years is paramount. One factor that can significantly impact your retirement plans is the prevailing interest rates. Now, what really is it and how does…
Read MoreRetirement Planning for Small Business Owners
Whether you’re just starting your entrepreneurial journey or you’ve been running your own show for a while now, it’s never too early (or too late) to start planning for your…
Read MoreJet-Setting on a Budget
🌍✈️ Retirement doesn’t mean bidding farewell to your wanderlust dreams. In fact, it’s the perfect time to explore the world while being mindful of your hard-earned savings. Learn the art…
Read MoreRetirement Ahead -> How Much Money Do You Really Need?
First off, kudos to you for thinking ahead! 🎉 Retirement is your time to shine, relax, and enjoy life without the 9-to-5 grind. But let’s get down to brass tacks:…
Read MoreThe Allure and Realities of Retiring Early: A Comprehensive Guide
Are you tired of the daily grind, dreaming of leisurely mornings and the freedom to explore your passions? The concept of early retirement has gained significant traction in recent years,…
Read MoreRetirement Reinvented – Cultivating Joy through Homesteading
Picture this: a cozy farmhouse, lush gardens, chickens clucking happily, and the tranquility of a simpler, more self-sufficient life. That’s the common landscape of homesteading – providing not only change…
Read MoreNavigating Recession as a Retiree
Fearing an imminent recession? Well, who wouldn’t? Retirement is a time of relaxation and fulfillment, but recession can create uncertainty and worry. But fear not! Let’s explore some smart and…
Read MoreMutual Funds for Retirement Bliss? Are They Still Relevant?
These are questions I often come across clients who question the relevance of mutual funds in today’s dynamic financial landscape. Let’s see if mutual funds are still a viable choice…
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