Your Financial Mission

Financially Savvy Grandparenting: Part 1

We'll give you 7 tips to consider to help your grandchildren grow into financially savvy adults.

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Mailbag: Reputable Advisors

Answering your questions about how to find a reputable advisor and what to do if you hate all the advisors you've met with in the past.

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Stocks And Tax Code: How They’re Related

In a follow-up to our podcast on putting the tax code proposals in context, we'll take a deeper look at how the tax code influences the stock market's outlook. We'll also ask J'Neanne if the "middle class" gets accurately reflected in the proposed brackets. And if you're retiring soon, should you put it on hold until the tax situation works itself out?

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Mailbag: TSPs, LTC, DIY

Answering your questions about long term care, TSPs, and do-it-yourself investing.

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Reaping Rewards For Financial Sacrifice

It can be difficult to make financial sacrifices when the reward for doing so might not be seen until several years in the future. Let’s talk about some of the situations where you might be inclined to take the immediate benefit, but you should really consider the delayed benefit.

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Opportunities For Improvement

Sometimes people just need a complete overhaul of their financial plan. Other times it’s just a matter of a few tweaks that make all the difference. Let’s look at some of the easy opportunities for improvement we commonly see in the investing world.

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Putting Tax Code Proposals In Context

Learn about the historical contexts and regional perspectives on current federal tax code proposals.

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Healthcare’s True Retirement Impact

It seems a lot of people don’t truly grasp the impact that healthcare costs are going to cause on their financial and retirement plans in the future. Let’s analyze why that is and what it looks like to truly plan for healthcare in a financial plan. 

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Required Minimum Distributions

A lot of people aren’t clear on why RMDs exist. Let’s clear up the confusion and talk about the proper ways to handle RMDs and how you should be planning for them.

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Are You Ready For Retirement?

We look at how the conversation about retirement readiness typically takes shape.

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