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Financial Planning
You Don’t Have to Manage Every Dollar. But You Should Know What Exists.
You do not need to manage every dollar yourself. But you should understand your financial life well enough to participate ...
Financial Planning
Inherited IRA Rules: What Non-Spouse Beneficiaries Need to Know
Most non-spouse beneficiaries must empty an inherited IRA within 10 years. Whether annual RMDs apply along the way depends on ...
Retirement Planning
Preparing for Retirement: When Does Preparing Become Living?
Preparing for retirement involves more than reaching a financial target. It also means deciding what you are moving toward and ...
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Financial Planning
Podcast Appearances and Interviews
I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional
Advisory Services
Life Planning Training: Reinforcing My Purpose
Life planning focuses on the human side of financial planning. Here is what I learned during my recent experience at
Financial Planning
Financial Planning for Couples – It Takes Teamwork
Managing family finances and putting together a financial plan should include the input of both members of a couple. Work