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Category: Retirement


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How Mega Backdoor Roth IRAs Work

How Mega Backdoor Roth IRAs Work

May 19, 2023

Are you interested in a little-known strategy that could help you save up to $43,500 into a Roth IRA every year? This method is…

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Sequence of Savings 1

Sequence of Savings

January 5, 2023

Where should you save your money first? Should you prioritize funding an emergency fund or paying off high-yield debt? Should you max out your…

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4 Best Ways To Budget That Work

The 4 Best Ways To Budget That Actually Works

November 22, 2022

Whether you make $100K/year or $1MM/year, you likely need a budget. We have worked will all different types of individuals, each with their own…

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College Costs Rising

How to Get a College Education Without Mortgaging Your Future

September 16, 2019

A recent article discussing why college is so expensive had me thinking as to the true reasons. With two young children and many clients…

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6 Different Ways To Budget That Work

6 Different Ways to Budget That Work

June 28, 2019

As a cash-flow-based financial advisor, I have created hundreds of unique financial plans. Some plans focus on building passive income, while others focus on…

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Financial Freedom Bull Oak

How to Retire Early in San Diego – A Guide to Early Retirement in Southern California

March 12, 2019

There’s a movement of early retirement seekers called FIRE or Financial Independence Retire Early. Retiring early is achievable, even easy, in many lower cost-of-living…

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Investing After Retirement

Investing After Retirement

February 1, 2019

If you are nearing retirement, or are already retired, chances are pretty good that you are keeping a close eye on your portfolio. Retirement…

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Financial Mistakes To Avoid In Retirement

Financial Mistakes to Avoid In Retirement

February 1, 2019

If you are looking forward to retirement, you aren’t alone. Most people look forward to the day where they can leave their day job…

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Architecture Estate Facade

Benefits of Saving For Retirement Early

December 18, 2018

One of the joys of retirement is sitting back and enjoying the fruits of your long years of labor. Retirement offers you the chance…

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