Category: Taxes

That may sound like a small fortune or an amount you have already surpassed. Regardless, a sound retirement is the combined management of your budget, tax bracket, volatility of your investment account, Social Security timing, inflation, changing needs and life expectancy of you and your partner. This will be the first article of a 10-part

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Diversification is commonly thought of as owning different investments. There is also the notion of not having all your money in one place or investment account. Diversification even occurs in alternating exercises or eating different food types. The concept has benefits and overlooked consequences. The most overlooked diversification that we observe in dealing with families

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Here is this week’s radio show, hosted by Joe Clark, CFP. Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates

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