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Understanding Inflation and Its Impact on Pre-Retirees: Protecting Your Future

Inflation lowers money's value, risking retirement savings. A fiduciary can help safeguard purchasing power and ensure financial security.

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Selecting a Wealth Manager: A Comprehensive Guide for Retirement Planning

Selecting a fiduciary wealth manager is key for tailored retirement planning, ensuring personalized advice, risk management, and adherence to clients’ best interests.

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Understanding Social Security: A Comprehensive Guide for Future Retirees

Explore Social Security: its history, eligibility, contributions, benefits, and role in retirement planning for financial security.

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What is Compound Interest?

Compound interest is an important part of wealth management and saving for retirement.

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What is a 1099-R?

Navigating the path to a comfortable retirement is much like steering through the bustling streets of a foreign city; you need clarity and guidance to reach your destination successfully.

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What is the 401k Contribution Limit for 2024?

Navigating the landscape of retirement planning can often feel like charting a course through uncharted territory. With the right knowledge and tools, however, even the most complex of financial concepts can become navigable.

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How Should Millennials Invest for Retirement?

Guide for millennials on retirement investing: dynamic strategies, fiduciary advice, long-term wealth creation, and adapting to financial trends for a secure future.

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What is an IRA?

It's widely believed that despite the S&P 500 returning 9.5% in the past 20 years, the average investor has only achieved a 3.6% return. Why is that?

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Are You Prepared for Retirement? Planning at Age 50

If the thoughts of retirement have entered your mind, chances are it’s time to begin planning. Anyone within 10 years of retirement should have a comprehensive financial plan. Waiting until the last minute usually ends in surprise and disappointment.

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How Can I Earn Compound Interest?

In the realm of personal finance, compound interest is often touted as the eighth wonder of the world. It’s the cornerstone of wealth management and the silent worker behind the curtain in the theater of retirement planning.

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William Bevins Jr, CFP® CTFA

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