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Charlie Jordan, CPA, CFP®, CeFT® Dec 2, 2021 2:23:58 PM 5 min read

Elements of Retirement: Giving

 
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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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Brett S. Miller, CPA, CFP® Aug 2, 2021 3:43:00 PM < 1 min read

RETIRING IN THE NEXT 5 YEARS? MAKE THESE 5 DECISIONS NOW

Before you make money mistakes that could derail your retirement, consider these ...
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Charlie Jordan, CPA, CFP®, CeFT® Jun 25, 2021 11:23:00 AM 2 min read

Money, Contentment, and Retirement . . . Oh My!

If it weren’t abundantly clear by now that money decisions are primarily psychological ...
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Chase Mouchet, CFP®, CIMA® May 13, 2021 3:32:00 PM 3 min read

YOUR HOME EQUITY IN RETIREMENT

For many retirees, remaining debt-free is one of the primary objectives of their ...
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Charlie Jordan, CPA, CFP®, CeFT® May 13, 2021 12:42:00 PM 4 min read

Elements of Retirement: Leisure

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Jason Cross, J.D., CFP®, CTFA May 7, 2021 2:31:00 PM < 1 min read

ARE YOU STILL CHASING THE ALMIGHTY DOLLAR, EVEN THOUGH YOU HAVE PLENTY TO RETIRE?

How much money do you actually need? While the answer is different for everyone, the fact ...
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Lisa Brown, CFP®, CIMA® Apr 19, 2021 3:54:00 PM < 1 min read

Worried About Your Child's Inheritance if They Divorce? A Trust Can Be Your Answer

You may love your son-in-law or daughter-in-law now, but that could change down the road. ...
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Josh Monroe, CFP®, CIMA® Apr 19, 2021 3:49:00 PM < 1 min read

Is Your Financial Plan Flexible Enough?

As your life changes, your financial plan may change too. And that’s OK.
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