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Why Senior Move Managers Are Worth Every Penny

Have you heard of Downsizing & Move Managers, specifically Senior Move Managers?

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Your Year-End Financial Checklist: What to Review Before the New Year

What should you include in your year-end financial checklist? Here are some things to review before the new year.

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Sci-Finance

The scientific method, at a high level, is all there is to financial planning and investing.

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Synchronized Spending

But there's a solution to tame the beast of a spending plan. I call it "synchronized spending."

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Retirement Lessons From a Millennial

What retirement lessons can we learn from a millennial? I'll outline a few in this post.

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How an Encore Career Can Help Women Find Fulfillment and Purpose in Their Golden Years

Reaching retirement is an exciting milestone, but making the most out of it requires special consideration and personal reflection.

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How Women Can Protect Their Retirement After a Divorce

How can women protect their retirement and larger financial future after a divorce? I provide a few key steps and considerations.

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Charitable Giving for Retirees: The 3 Awesome Philanthropic Strategies

Giving to a meaningful cause like your church, alma mater, or local charity creates fulfillment while deepening personal gratitude.

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Do I Need to Rebalance My Portfolio?

Portfolio rebalancing is simply adjusting your current investment holdings to reflect a target investment mix, or asset allocation.

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