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Retirement Healthcare Costs: The Real Price of Aging Well

Retirement Healthcare Costs: The Real Price of Aging Well

Retirement Healthcare Costs: The Real Price of Aging Well

Brenden Leese, CFP®

Feb 114 min read

Wooden signpost with arrows; "Emotion" pointing left, "Logic" right. Background shows a blurred beach at sunset, creating a contemplative mood.

Wooden signpost with arrows; "Emotion" pointing left, "Logic" right. Background shows a blurred beach at sunset, creating a contemplative mood.

Money Scripts: The Childhood Lessons Still Guiding Your Financial Decisions

Daniel H. Satz, MS, CFP®

Feb 34 min read

Rethinking Retirement Spending: Why the 4% Rule May No Longer Be Relevant

Rethinking Retirement Spending: Why the 4% Rule May No Longer Be Relevant

Rethinking Retirement Spending: Why the 4% Rule May No Longer Be Relevant

Ryan A. Dunn, CFP®

Nov 5, 20254 min read

What Your Spending Says About You: Money Personalities and Values

What Your Spending Says About You: Money Personalities and Values

What Your Spending Says About You: Money Personalities and Values

Daniel H. Satz, MS, CFP®

Sep 9, 20254 min read

529 Plan Running Low? Here’s How the Backdoor Education Tax Credit Can Help

529 Plan Running Low? Here’s How the Backdoor Education Tax Credit Can Help

529 Plan Running Low? Here’s How the Backdoor Education Tax Credit Can Help

Devin M. Starr, CFP®

Sep 2, 20255 min read

Financial Considerations for Couples Getting Remarried

Financial Considerations for Couples Getting Remarried

Financial Considerations for Couples Getting Remarried

Brenden Leese, CFP®

Feb 26, 20254 min read

Does It Make Sense to Pay Off My Mortgage?

Does It Make Sense to Pay Off My Mortgage?

Does It Make Sense to Pay Off My Mortgage?

Ryan M. Vogel, CFP®

Feb 19, 20254 min read

Tariffs: What Is Going On And How Does It Impact My Investments?

Tariffs: What Is Going On And How Does It Impact My Investments?

Tariffs: What Is Going On And How Does It Impact My Investments?

Ryan M. Vogel, CFP®

Feb 4, 20252 min read

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