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Taxes
How to Pay Taxes in Retirement Without Making It Harder Than It Needs to Be
How to pay taxes in retirement without adding extra stress. See when withholding, estimates, and safe harbors may reduce tax ...
Advisory Services
21 DIY Investing Mistakes That Can Cost You More Than Fees
DIY investing mistakes can cost more than fees. Learn 21 warning signs that can lead to tax surprises, timing issues, ...
Financial Planning
Financial Planning After a Major Life Change: The Old Permission System Breaks
Financial planning after a major life change isn’t just math. It’s permission. Learn what changes after divorce or loss, and ...
Popular Posts
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