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Comparing CPI-W and CPI-E: Understanding Inflation for Different Groups Aug 19, 2024

Inflation affects everyone, but it doesn’t affect everyone in the same way. Two key measures of inflation are the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) and the Consu...

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How John Saved $1,034,997 in Fees: A Real-Life Case Study Jul 24, 2024

John stared at the papers scattered across his dining table. Retirement was supposed to be a time of relaxation and enjoyment, but here he was, knee-deep in the complexities of financial planning. As ...

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Debunking 5 Myths About Flat Fee Financial Planners Jul 17, 2024

The Google search traffic for "flat fee financial planners" is exploding. At last check, the year-over-year increase in users searching for that term has surged by 900%! It's easy to understand why to...

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Inside the S&P 500: How Market Weighting Shapes Your Investment Portfolio Apr 23, 2024

The S&P 500 index is known for its broad representation of the U.S. economy, but the distribution of investments within it reveals a significant concentration of capital among its largest companies. U...

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3 Types of Investors Who Should Avoid Flat Fee Financial Advisors Feb 15, 2024

Flat-fee financial advisors are gaining attention for good reason. Their promise of transparent and predictable pricing, without the conflicts often tied to traditional asset-based models, appeals to ...

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The Repeal of Taxes on Social Security Benefits Feb 15, 2024

A Summary of the You Earned It, You Keep It Act

In recent news, the proposal to eliminate federal taxes on Social Security benefits has resurfaced, sparking excitement in the media and discussion amo...

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The Social Security Spouse Benefit Simplified Feb 15, 2024

The Social Security spouse benefit is one of the most generous benefits from the Social Security Administration! In fact, these benefits are not only generous but also incredibly important when you ar...

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The Best Break-Even Calculator for Social Security Feb 15, 2024

If you’re thinking about the right time to file for Social Security benefits, utilizing a break-even calculator for Social Security can provide invaluable insights in making an informed decision.

The...

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5 Things No One Tells You About Retirement Feb 15, 2024

“When I retired, no one told me to expect this.”

This is a sentiment I’ve heard frequently in my over two decades of guiding individuals through their retirement journey. In most cases, the “thing” t...

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What To Expect When Retiring: The Six Phases of Retirement Feb 15, 2024

While every individual’s retirement experience is unique, there is a common pattern that almost all of them follow. It’s a dynamic journey with distinct phases, each with its unique challenges and opp...

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3 Reasons You Should Choose A Flat Fee Financial Advisor Feb 15, 2024

Thinking about switching to a flat fee advisor? This guide covers what you need to know. Use the table of contents below to find the sections that matter most to you.

Table of Contents
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The Hidden Tax Benefits of Investment Location Feb 15, 2024

Are you possibly paying more in taxes than necessary? In this article, we’ll explore a strategy that few people are discussing but has the potential to significantly reduce your IRS bill.

Picture thi...

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