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The Major Retirement Planning Mistakes

Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from the

Debunking Common Retirement Assumptions

Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let's e

Retirement Wellness

Fidelity projected that the average 65-year-old couple would spend around $285,000 on health care during retirement, including about $11,000

The FIRE Movement

Do you think you might be FIRE material? Do you have dreams or life goals that you want to realize within 10 or 20 years, including retiring

Annual Financial To-Do List

What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, sa

The Financial Realities of Longevity

According to the Social Security Administration, single women aged 65 and up (including both the unmarried and the widowed) rely on Social S

Roth IRA Conversions

Why go Roth? There is a belief behind every Roth IRA conversion that future income tax rates will be higher. If you are one of the believers

Overlooked Tax Deductions for Small-Business Owners

Being a small-business owner isn't easy. After all, balancing payroll, managing employees, drawing up marketing plans, and handling the book

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