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Retirement
The 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…
Read MoreEmbracing the Three Phases of Retirement
Retirement is a significant milestone in one’s life, offering a chance to enjoy the fruits of our labor and pursue our passions. As a pre-retirement advisor, I’ve had the pleasure…
Read MoreEmbrace Meaningful Adventures in Retirement!
We understand that finding fulfilling activities to fill your extra hours during retirement can be challenging. So let’s explore strategies to help you embrace the freedom of retirement and discover…
Read MoreRoth IRA – Convert or Contribute?
Roth IRAs are funded with money that you’ve already paid tax on, and then they grow tax-free. This is different than traditional pre-tax funded retirement accounts. Roth IRAs offer many…
Read More5 Common Mistakes to Avoid in Retirement
You’ve been saving for your retirement for decades. Don’t undermine your own plans by making these 5 common mistakes when you retire. First, don’t retire too soon. Lifespans are increasing…
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