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Financial Decisions: Not Always By The Numbers

Financial Decisions: Not Always By The Numbers

Financial Decisions: Not Always By The Numbers

Robert Dunn, CFP®

2 days ago4 min read

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

Outdated Beneficiaries Can Undo Your Entire Estate Plan: Regular Review Is Critical

Outdated Beneficiaries Can Undo Your Entire Estate Plan: Regular Review Is Critical

Outdated Beneficiaries Can Undo Your Entire Estate Plan: Regular Review Is Critical

Brenden Leese, CFP®

Jan 144 min read

10 Year-End Tax Planning Opportunities

10 Year-End Tax Planning Opportunities

10 Year-End Tax Planning Opportunities

Robert Dunn, CFP®

Nov 19, 20256 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

Year-End Charitable Planning: Give Simply & Give Smarter

Year-End Charitable Planning: Give Simply & Give Smarter

Year-End Charitable Planning: Give Simply & Give Smarter

Ryan M. Vogel, CFP®

Oct 29, 20255 min read

Navigating Financial Challenges in Second Marriages

Navigating Financial Challenges in Second Marriages

Navigating Financial Challenges in Second Marriages

Robert Dunn, CFP®

Oct 8, 20255 min read

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