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Retirement! Tax-Deferred vs.Tax-Free

tax-deferred 401(k) retirement account vs. tax-free Roth

Which accounts are better for your retirement? Today, a quick overview of tax-deferred vs. tax-free! Learn about how taxes and contributions work for each.

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Values in Action – Financial Freedom Tips

Living our values in action

Your values and long-term goals drive what you need to succeed. In this 4-minute video, I take a deeper dive into values in action—just in time for your end-of-year reflections.

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Annuities – What You Need To Know (Video)

Video explaining annuities

Here we demystify annuities by explaining the different types of annuities—and their fees—so that you can be an informed consumer as you plan for a successful retirement.

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What is Retirement? That Depends on You.

what is retirement - retired couple enjoys reading with grandchild

My favorite definition of retirement is “voluntarily ending one journey to begin another.” Each of us has our own purpose and dream for retirement. In this video, I help you identify yours.

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