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Financial Document Organization

09.18.2020

  • #One Minute Retirement Tip

Financial Document Organization

If you died today, how messy would it be for your spouse, your kids, or your executor to sort through your financial life? If this question makes you cringe a little, then this week’s…
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Market & Economic Outlook | September 2020

09.10.2020

  • #Newsletters

Market & Economic Outlook | September 2020

As the U.S. economy continues to reopen, the Atlanta Fed is projecting GDP will grow +29.6% in the third quarter, with further strength expected in the 4th quarter.
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Social Security Retirement Benefits Explained

09.03.2020

  • #One Minute Retirement Tip
  • #Podcast

Social Security Retirement Benefits Explained

Most people underestimate the importance of this decision, and too many people mistakenly decide to start drawing social security when they retire. But when you’re potentially going to collect over $1 million dollars…
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How To Grow Your Income In Retirement

08.27.2020

  • #One Minute Retirement Tip
  • #Podcast
  • #Retirement

How To Grow Your Income In Retirement

Interest rates are extremely low right now, and the Fed is likely to keep rates low for possibly many years to come. So with savings accounts, bonds, and CDs paying so little, how…
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How Covid Could Change How You Plan For Retirement

08.24.2020

  • #One Minute Retirement Tip
  • #Podcast
  • #Retirement

How Covid Could Change How You Plan For Retirement

Despite the frustration, anger, and anxiety that many of you are feeling right now due to the pandemic, the reality is that Covid is not going away any time soon. And it’s likely…
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How To Lower Your Tax Bill In Retirement

08.13.2020

  • #One Minute Retirement Tip
  • #Podcast
  • #Retirement
  • #Taxes

How To Lower Your Tax Bill In Retirement

If you are like 101% of Americans, you probably would like to pay less in taxes. So this week, I’ll be sharing with you 5 tax-smart strategies to help you lower your tax…
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Planning for your retirement as a business owner can be complex - saving enough, minimizing taxes, and planning your exit. Let us handle the details of your retirement so you can focus on what you do best: running your business.