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YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...

Friday, November 13th Update The 2020 Election certainly lived up to its promise of chaos and confusion. At this writing on Friday, November 13th, results are still pending in a dozen or more House seats, lawsuits have been filed in...

So what’s so scary about Halloween? Or October for the stock markets? Black Monday in October, 1929? Black Monday in October, 1987? What were those about again? We were meeting last week with a relatively new client, in her...

The first months of 2020 saw the onset of the worst global public health crisis in a century – since the 1918 Spanish Flu pandemic. In response, the world locked down, putting its economy into a kind of medically-induced coma....

The Covid-19 lockdown orders have increasingly, for all of us, become a daily reminder of what we’ve been required to give up / what we cannot do. One of the most persistent of these for me being the absence of time spent...