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Insights
Prioritize Your Retirement: Why It Matters More Than Your Kid’s College Savings!
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You Should Not Have an IRA as a High-Income Earner!
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Lower Your Tax Bill Using A Donor Advised Fund (DAF) – Live Case Study!
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Am I Saving Enough for Retirement (with only a Solo-K)? Live Case Study!
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Roth Conversions and Why They Are Vital. Live Case Study!
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3 Tax Tips After Year-End
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7’ish Financial Mistakes To Avoid In Your Accumulator Years
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The 7 Most Important Things to Know About Physician Mortgage Loans
The physician mortgage loan (sometimes called the doctor mortgage loan) was created by banks because of the distinctive challenges physicians face when borrowing due to their high debt-to-income ratios — thanks to student loans. Many physicians… Read More
What is a 457(b) Plan & How Does it Work?
While most people are familiar with retirement saving tools like a 401(k) or 403(b), fewer people are familiar with the 457(b) plan. With several different choices available, each more confusing than the other, taking control… Read More