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FREE 403b Calculator – How Much Should I Save And Have in My 403b?

For millions of teachers, healthcare workers and nonprofit employees, 403b plans represent a vital path to retirement security. Introduced in 1958, these Tax-Sheltered Annuity...
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Financial Advisor or Financial Planner: Unlock Your Financial Success

Are you unsure whether to choose a financial advisor vs. financial planner? According to a NW Mutual study 65%...

The Index Card Book Review & Summary

Hello there, fellow financial traveler. As a retired financial planner with decades of experience, I've witnessed firsthand the anxiety...

💰 Does Chime Work With Cash App? Here’s What You Need to Know

Imagine this: You're at a busy coffee shop, and your friend offers to pick up the tab. You promise...

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Do You Have To Pay Taxes On a 1099-s Inherited Property?

When you inherit a property, navigating the tax implications...

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