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Charlie Jordan, CPA, CFP®, CeFT® Oct 21, 2021 12:26:00 PM 6 min read

Elements of Retirement: Work

“The job is not your work; what you do with your heart and soul is the work.” - Seth ...
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Nathaniel Maiwald Oct 18, 2021 11:00:00 AM 7 min read

Is a Mortgage Always as Spooky as it Seems?

It’s October, which means the neighbors are putting cobwebs around their front doors and ...
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Chase Mouchet, CFP®, CIMA® Oct 7, 2021 12:28:00 PM 5 min read

Four Ways to Use “Excess” RMDs

Required Minimum Distributions (RMDs) for IRAs and other types of retirement plans are ...
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Chase Mouchet, CFP®, CIMA® Oct 1, 2021 12:52:07 PM 5 min read

Retiring Soon? Ask Yourself These Four Questions about Your Charitable Giving

Many people in retirement desire to give more of their time and financial resources to ...
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Jason Cross, J.D., CFP®, CTFA Sep 24, 2021 9:00:00 AM 8 min read

You’ve Just Sold Your Business for Millions. Now What?

Financial and life decisions often become more complex – not less – after selling. Here ...
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Josh Monroe, CFP®, CIMA® Sep 16, 2021 2:38:09 PM < 1 min read

I Have a Financial Adviser. Is It Time for My Adult Children to Get One, too?

Josh Monroe, CFP®, CIMA®, Patricia Sklar, CPA, CFP®, CFA®
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Charlie Jordan, CPA, CFP®, CeFT® Sep 10, 2021 12:00:00 AM 2 min read

RETIRING WELL BOOK CLUB: THE SUDDEN CAREGIVER

A ROADMAP FOR RESILIENT CAREGIVING BY KAREN WARNER SCHUELER “There are only four kinds of ...
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Ryan Halpern, CPA, CFP®, PFS Sep 1, 2021 4:06:00 PM < 1 min read

3 Ways to Avoid a Big Fat Tax Surprise in April

Executives need to be prepared for the tax bills that come with earning stock awards and ...
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Patricia Sklar, CPA, CFA, CFP® Aug 27, 2021 4:28:26 PM < 1 min read

9 Questions to Ask Aging Parents About Their Finances

Adult children will eventually need to know about their parents’ finances in case of an ...
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Charlie Jordan, CPA, CFP®, CeFT® Aug 26, 2021 3:10:00 PM 3 min read

Planning for Retirement: Using vs. Spending Wealth

“Using wealth helps me take ownership of my money decisions.” – Krysta Jordan In the ...
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