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Jun 27, 20224 min read

Real Estate Investing Challenges that Everyone Overlooks

Real estate investing has historically proven to be a good way to grow wealth but it does have its challenges. Knowing those challenges...

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Jun 14, 20226 min read

U.S Inflation and Its Impact On Your Savings

U.S. inflation is not a fun topic but it is important to know the ugly details so you can see how it impacts your savings....

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May 31, 20225 min read

Why and How to Budget for Retirement

Do you see starting a budget for retirement as a painful process? If so, I hope to change your mind because having no budget causes the...

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May 2, 20225 min read

Tax Planning - How to Keep it Interesting

Tax planning protects your nest egg from a real threat that is always evolving - taxes. If you are planning your retirement and not...

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Apr 18, 20225 min read

Writing your Unique Retirement Success Story

Reading about other people’s retirement success stories can inspire and give you real-world guidance on your retirement goals. But...

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Apr 4, 20226 min read

How to Destroy that Debt

The bad news is that retirement can get delayed for those who struggle to pay off debt. And worse, retirement can be canceled altogether!...

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Mar 21, 20226 min read

Protect Your Identity and Avoid Senior Scams

Financial scams are a huge problem for all Americans and senior scams are even worse. In 2020 older adults lost $600 million to fraud....

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Mar 9, 20225 min read

Retirement Activities to Battle Boredom When You Retire

Being bored out of your mind during retirement means trouble so it’s wise to consider retirement activities now. Reaching retirement age...

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Form ADV Part 2A and 2B