Blog
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The Bond Market Has Changed. Retirement Planning Must Too
The Bond Market Has Changed. Retirement Planning Must Too Over the last few years, many investors learned a painful lesson: Bonds are not always “safe”…
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From Finish Line to Financial Security: Grandma’s Marathon Lessons for Your Retirement
6.23.2025
From Finish Line to Financial Security: Grandma's Marathon Lessons for Your Retirement My son and I ran…
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Setting Sail into Retirement: 4 Lessons from @Sailing_With_Phoenix for Your Golden Years
6.16.2025
Setting Sail into Retirement: 4 Lessons from @Sailing_With_Phoenix From Sailing_With_Phoenix Insta If you’ve been scrolling Instagram lately,…
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May Markets: Positive Yet Unsteady
6.9.2025
May Recap and June Outlook As Father's Day approaches, we can look back on May as a…
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Travel Tips: The Art of Haggling
6.8.2025
The Art of Haggling: Your Guide to Unset Prices Abroad When you shop at home, prices are…
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Ep. 24: It’s 5.29 (25) Day! Unlocking the Power of 529 Plans for Retirement
5.29.2025
It's 5.29 (2025) Day It's 5/29 Day! Unlocking the Power of 529 Plans for Retirement From our…
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Why Target Date Funds Are Bad For Your Retirement
5.27.2025
Not On Target Are Target Date Funds Ruining Retirement? From our YouTube Channel: While target date funds…
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Retirement’s Hidden Spending Traps & The Diderot Effect
5.15.2025
The New Couch, the Empty Nest, and the Expanding Budget: Understanding the Diderot Effect on Retirement Rather…
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The SEPP Survival Guide: Top 4 Mistakes to Avoid When Setting Up SEPP IRA Distributions
5.9.2025
The SEPP Survival Guide: Top 4 Mistakes to Avoid When Setting Up SEPP IRA Distributions So, you're…
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Recession Odds, Roth Conversions, and the Wizard of Oz
5.5.2025
Flying Monkeys: The Market’s Sudden Fear The market found Trump's 4/2/25 Wednesday night speech scarier than I…