Maxing out retirement contributions? Do you understand the taxation when you take withdrawals?

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There are huge tax consequence retirees end up paying each year on withdrawals, because people are taxed at their highest tax bracket in retirement.

Is 4.0% average growth enough to power your retirement?

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Do you know how much money you’ll need to retire comfortably?

Is it time to look at some alternatives to your bond holdings?

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Learn about potential substitutions for some part of your bond holdings.

Are You Living Life in Alignment with Your Core Values?

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What do you value most in life? Is it family? Money? Independence?…

Creating Tax Efficient Cash Flow

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How to structure your withdrawals to be as tax efficient as possible.

Five Weird Questions to Determine Life Purpose

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Five Weird Questions to Determine Life Purpose What’s your…