Retirement Related Posts

Feb 16, 2023

Restless, Irritable, Discontent

These are the three best words to describe how I’ve been feeling lately. It has been quite some time since...

Dec 5, 2022

The Pre-Retirement Game Plan to Reduce Taxes

There are three specific tax savings strategies for people to consider in their 50’s and early 60’s to avoid paying...

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Jul 24, 2022

What are Qualified Charitable Distributions?

I get a lot of questions from my family, friends and clients about money. One of the most common questions...