Retirement Funding

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The One Thing

The One Thing

I was recently asked, “If you could go back and give yourself one piece of investment advice after graduating college, what would it be?” My answer:  Automate your savings of at least 10%. Bonus:  Adjust your savings as you begin to earn more. Bonus 2:  Pretend the...

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I want to see my children and grandchildren grow up!

I want to see my children and grandchildren grow up!

If family is your “why,” are you willing to do the hard work to “stack the odds in your favor” to spend as much quality time with your family as possible. I often tell people if there is one place where you are going to splurge, it should be on your own health and...

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Are You Equipped for The Steep Climb?

Are You Equipped for The Steep Climb?

This year, I have been blown away by how many people I am talking to who want to become financially independent at a young age.  Between the ages of 50 and 55 is what I am hearing the most from when people want to make work optional. This means that you are a short...

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The Accountability Gap

The Accountability Gap

The difference between “who you think you are” and “who you are” is the accountability gap. You might say that retiring early and being financially independent is a priority, but if you are not saving for retirement there is a gap between your values and your action....

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The Dangers of Having Multiple Planners

The Dangers of Having Multiple Planners

From time to time, we encounter individuals who work with more than one investment planning firm. Does Planning Firm A know what Planning Firm B is doing and visa versa?  Are they completely in sync with asset allocation, asset location, and tax loss harvesting?  We...

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When to Use 72T Distributions

When to Use 72T Distributions

72T distributions are used to distribute funds from an IRA before you have turned 59 ½ to avoid the 10% early withdrawal rule. These distributions must be done in a very methodical and precise way. You must understand that there are 3 separate calculations that are...

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Guitars and Financial Planning

Guitars and Financial Planning

It is incredibly important to tune your guitar, just like it is important to fine-tune your financial plan. For anyone who has played the guitar or any musical instrument, you quickly learn to tune the instrument more than once. It is an ongoing process to keep the...

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The One-Page Financial Plan

The One-Page Financial Plan

Why do I need a 1-Page Financial Plan? It reminds you of your clearly articulated goals It provides simple & concise next steps for you and your family Why is having this plan so cool? It helps you save time! Reduce stress! Pursue your goals! Most of the big money...

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graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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