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Your Retirement Playbook

Sep 30, 2021

Contributing to a 529 is a great financial plan, but what do you do when you have more money in than tuition to pay? Join us on Consider This Program as we break down the problem and how to help.

 

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Sep 29, 2021

Have you ever met anyone lost who didn't know they were lost? What happens when it is you? We will use an actual life case study to help you understand the risks you face and how to get ahead of them.

 

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Join...


Sep 28, 2021

Somebody slipped - weren't quite who they were the day before. Mental, physical, financial, and emotional. What are the first signs to look out for?

 

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Sep 24, 2021

Timing is everything but so is action. Learn how to engage in tax planning before it's too late.

Think of tax planning as Annie Duke calls a freeroll. A freeroll is a great decision-making tool because the downside cost is very minimal compared to the potential rewards. Yes, there is time, energy, and perhaps a...


Sep 23, 2021

Opportunity cost vs. guarantees. Tune in for what you need to know about investing and debt.

When times are good, and returns seem easy, this question is often answered mathematically. Over time though, the difficulty in measuring emotional consequences determines the results. The math, the emotional turmoil and other...