Financial Planning

What Things You Must Do 6 Months Before You Retire?

Planning to retire in 6 months or less? We’ve prepared a checklist of things to do 6 months before retirement that will help you plan ahead and be prepared. Check it in our blog!

Author
Christopher K. Winn
Nov, 21 2022 · All articles
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What Are the I-Bonds and Why Should You Invest? A Complete Guide on Series I US Saving Bonds

What are i-bonds and is it worth investing your funds? What are the current rates? When do series i-bonds mature? Learn everything about series I bonds in our blog!

Author
Christopher K. Winn
Oct, 31 2022 · All articles
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Retirement Expenses 101: The Largest Expenses Average Retirees Pay and How to Prepare Now

Unexpected expenses in retirement might seem a minor risk, but without a retirement budget plan you can find yourself spending thousands where you could have saved. Check our blog to learn about typical retirement expenses to prepare for.

Author
Christopher K. Winn
Oct, 31 2022 · All articles
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7 retirement strategies for small business owners

Retiring as a small business owner in the US requires both an exit strategy and a reliable retirement plan for you, your family and your staff. Read our blog to discover the top 7 strategies and retirement plans

Author
Christopher K. Winn
May, 05 2022 · All articles
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Financial planning for technology professionals: Why is it important?

The IT & Tech industry is growing rapidly, with more tech professionals thinking about financial planning and wealth management for the future. In this article, we cover why professional financial planning is important for technical professionals and how to do it right

Author
Christopher K. Winn
May, 05 2022 · All articles
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The truth behind the cryptocraze & what most folks don’t know

How much research do you do before you buy something new? Nearly 9 in 10 folks will take some time to learn about products they want to buy before making a purchase. Yet, more than 1 in 3 have bought cryptocurrency without knowing anything about it. Are you one of them? How would you rate…

Author
Christopher K. Winn
May, 11 2021 · All articles
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