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How We Helped a Couple Transition into
Retirement
Posts by category
- Category: Cash Flow
- Category: Estate Planning
- Category: Financial Planning
- The 5 Best Personal Finance Books I’ve Recently Read
- Get Your Backdoor Roth IRA Contributions Done!
- Welcome Mark Durham to the Team
- Inflation is Here – What Do We Do?
- Meet Our Intern – Isaac Howells
- How Will The New Tax Bill Affect You?
- Maximizing Your Charitable Tax Deductions Using a Donor Advised Fund
- We’re Back in Draper
- Expansion of the Premium Assistance Tax Credit
- Signs of a Sustainable Recovery
- How a Modern Financial Planner is Like a Mountain Guide with GPS
- Bad is Stronger Than Good
- Ins and Outs of a Reverse Mortgage
- Why Financial Planning Requires a Level of Sacrifice
- Why an Emergency Fund?
- The Value of a Financial Planner
- Why Being Generous Benefits the Giver as Much as the Recipient
- Improve Your Cashflow by Simply Tracking Expenses
- Why We Like Index Investing
- 10 Ways To Lower Your Homeowner’s Insurance Premium
- Trade War & Actionable News
- Ins and Outs of Disability Insurance
- Backdoor Roth IRA Contributions for High Income Professionals
- Managing Interest Rate Risk
- Using a Health Savings Account (HSA) as a Retirement Planning Vehicle
- 4 Themes for 2018
- Medicus Wealth Planning Welcomes Jim Zeberlein to the Team!
- Tax Reform: Differences in the House and Senate Tax Bills
- Saving for Children (Or Grandchildren’s) College Education Section 529 Plans & UTMAS
- Avoiding the “RMD Tax Bomb”
- Equifax Security Breach
- How Depreciation Works on a Rental Property
- Shore Up Your Retirement by Working 1 Year Longer
- How Old Is This Bull?
- How Will Your Taxes Be Affected by Trump’s Proposals?
- Are You Actually Getting A Tax Deduction For Your Charitable Contribution?
- Deciding Between A Traditional 401(k) or Roth 401(k)
- Now Is Not a Good Time to Invest, Or Is It?
- Timing Affects the Longevity of Your Retirement Portfolio
- The Unknown Dangers of Target Date Funds
- Two Questions Every Small Business Owner Needs to Ask Their 401(k) Financial Advisor
- Gold: A Safe Haven From the Stock Market?
- Short-Term Memory
- Category: Investments
- Series I Bonds Rates, Alternatives, and How to Redeem
- Why Did the Stock Market Take a 3-Day Dive?
- Is the Stock Market Rising Too Fast?
- Hindsight: What Has Been the Best Asset Class to Invest In Since the Year 2000
- Is the Stock Market More Volatile in Election Years?
- Tax Survey, Contribution Limits for 2023, Market Update, and Fun Retirement News
- What Does Higher Interest Rates Mean For My Portfolio
- Debt Ceiling “Debate”
- May in Review & Update on Income Note
- Structured Income Notes to Combat Inflation
- We’ve Moved
- 21 Money Saving Tips
- We’re in a Bear Market – Here’s What You Can Do
- The Stock Market is at an All-Time High, What Should I Do Now?
- Do I Need an Annuity?
- Why is my Portfolio Underperforming the S&P 500?
- NFL Power Rankings & Stock Market Forecasts
- Category: Retirement Planning
- Category: Risk Management
- Category: Tax Planning