Blog

How Can I Avoid High Healthcare Costs While Traveling?

How can you keep healthcare costs low while traveling?

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Taxes and Your Retirement Income

How much can you reliably spend after taxes have been accounted for?

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The 2025 Sunset

Some upcoming changes less than 18 months away.

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AI And Your Retirement

Don't overlook the beneficial impact AI might have on your financial future and your retirement.

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Let's Talk Taxes

Do you really understand your income taxes?

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100X - A Financial Life Planning Exercise

A question I often ask new clients is, imagine you wake up tomorrow and have $100 million in the bank…

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Yet Another Form of Taxation

Call me lazy, but I increasingly place a premium on keeping things simple.

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How to Choose Charities

Many people want to help, but how? One way to help is by giving money to charities. But how do you know which charities to trust?

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A Medley of Musings

We covered a lot of interesting and topics at the conference, so I thought I’d share some of these with you in addition to some ideas I've been toying with.

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