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    Retirement Planning

    A Big Change Is Coming for High-Earning Savers in 2026

    A provision from the SECURE Act 2.0 takes effect in 2026 and it will change how certain high earners make catch-up contributions, in their employer sponsored retirement plans.

    What is the true definition of wealth?

    What is the true definition of wealth? In my line of work, I see plenty of people one would call...

    3 Retirement Mistakes 45-Year-Olds Make (And How to Avoid Them)

    If you're in your mid-40s like us, you're likely juggling a lot right now: career responsibilities,...

    The One Big Beautiful Bill Act: What It Means for Your Retirement

    The One Big Beautiful Bill Act Highlights: A Summary of Critical Changes AI-Generated Summary: The...

    Declaration of Financial Independence: Why Even Millionaires Need a Better Plan

    Independence Day naturally brings to mind concepts of freedom and liberty. But what does financial...

    Retirement Planning Tips: 9 Things To Do Before You Retire

    Intentionality: The Secret Ingredient in Retirement Planning Tips Retirement is a big deal. It’s a...

    Beyond the Million-Dollar Mark: Defining Your Retirement Goals

    A number is not a retirement goal; what’s your goal, really?

    Are You Being Burned By Variable Annuities?

    A few years back, I met a prospective client — let's call him Peter. He came to me through a...

    The Real Risk of Target Date Funds and How to Take Control of Your Financial Future

    Just the other day, a friend called to tell me about a conversation she overheard.

    A Financial Planner's Investment Advice to His Parents

    Many of us financial advisors remember what drove us to enter our line of work. Some of us are very...
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