Using the FIRE Movement to Gain Financial Independence
Passive income is key for followers of the FIRE movement. One of the best ways to have your money work for you is by...
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Preparing in Advance
The differences in tax policy between Presidential candidates Donald Trump and Joe Biden are pretty significant. But...
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Preparing for an Early or Unexpected Retirement
Facing an early retirement may not be in your plans, but external forces outside your control could force this to become...
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A look at what Gary has been up to lately!
If you have been wondering what Gary has been up to during the last few months, this video will fill you in on all the...
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2019 Survey Finds That Most People Believe Having a Will Is Important, but Less Than Half Have One
It is a common belief that we have plenty of time to do estate planning. None of us like to think that our time is short...
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To My Surviving Spouse....
Whether you are, or are not, the most financially savvy person in your household, you can and should “get around to”...
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RMD Strategies to Help Ease Your Tax Burden
The whole premise behind tax deferral is we know we’re going to have to pay income tax on this money eventually. We just...
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Do You Still Need Life Insurance When You Retire?
Life insurance policies can be helpful tools both for families who lose a loved one or individuals who need access to...
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Paws and Effect - The annual cost of pet ownership and how to reduce costs
We love our pets, they are part of our families. However, if you’re considering getting another pet on top of any...
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15-Year vs. 30-Year Mortgage: What's the Difference? Much more than the amount of monthly payments
The 30-year fixed-rate mortgage is practically an American archetype, the apple pie of financial instruments. It is the...
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Discover Effective Planning and Investing Strategies for Higher Education
Setting aside funds for higher education can create a brighter future for you or a loved one, but deciding how to go...
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Is a Reverse Mortgage Right for You?
The initial appeal of a reverse mortgage is understandable, particularly for retired homeowners that have a fixed income...
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