What If You Don’t Know When You Want to Retire?
One of the lessons I’ve learned—and keep learning—as a financial advisor is the importance of asking good questions. But in my early days, I asked a l...
17 July, 2025
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Latest Posts
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Tax Free Social Security? Not Exactly.
As you have likely seen by now, the new tax bill (commonly called The One Big Beautiful Bill) has passed both chambers of Congress and been signed int...
10 July, 2025 -
How “Trump Accounts” Might Work, And Are They Any Good?
A few weeks ago, I wrote about the G.O.P. tax bill that had recently cleared the House. It contained a provision scheduled to go into effect in 2026 t...
26 June, 2025
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