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It Doesn’t Just Happen – The Importance of Execution and Monitoring

General George S. Patton captured the essence of the final step: “A good plan violently executed today is far and away better than a perfect plan next week” And if you’re not a fan of Patton, I’d offer this all-time favorite: The road to hell is paved with good intentions Rule #10 – Your financial…

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Reversing the Flow – Withdrawal Strategies for Your Retirement

One of the biggest shocks that folks often experience is when they make the transition from “accumulation” to “decumulation”.  Suddenly the monthly habit of saving and putting money away becomes one of pulling money OUT of the accounts.  Those balances that you have watched for years and have given you the sense of security now…

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Your Greedy Uncle – Minimizing the Impact of Taxes

There are only two things that are certain: death and taxes. Now some folks will say paying taxes is “patriotic”; and, while I’ll concede, that we all have a moral and legal obligation to pay our taxes, I hardly consider paying more taxes patriotic.

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