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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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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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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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Chase Mouchet, CFP®, CIMA® Aug 26, 2021 2:37:00 PM 6 min read

Elements of Retirement: Home

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Charlie Jordan, CPA, CFP®, CeFT® Aug 11, 2021 5:05:47 PM 4 min read

Elements of Retirement: Health

“The greatest wealth is health.” - Virgil A pillar of the Retiring Well framework is ...
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Chase Mouchet, CFP®, CIMA® Aug 11, 2021 4:54:03 PM 4 min read

Signing Up for Medicare Soon? Keep These 3 Rules in Mind if You Own a Health Savings Account

Health Savings Accounts have grown substantially in popularity over the years to help ...
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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® Jul 29, 2021 10:00:00 AM 3 min read

Planning for Retirement: Your Ideal Week

"Don't be fooled by the calendar. There are only as many days in the year as you make use ...
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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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Charlie Jordan, CPA, CFP®, CeFT® May 27, 2021 12:29:00 PM 4 min read

The Retiring Well Book Club: The Psychology of Money by Morgan Housel

“My best friend is a person who will give me a book I have not read.” - Abraham Lincoln ...
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