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Will Social Security Run Out: Your Retirement Sidekick, Not Its Savior (My S.O.S. Plan)

Will Social Security run out before you retire? You’re not alone if you’ve lost sleep over that question—especially with headlines about trust fund depletion...

4% Withdrawal Rule 2.0: Why Flexibility Beat a Rigid Retirement Ceiling in 2025

I’ll never forget the chill that ran down my spine, and my soon to be client’s. October 24th, 2008. David, a sharp engineer who’d...

Interactive Publix Retirement Decision Calculators

Is Your Nest Egg Too Reliant on Publix Stock? Holding a significant amount of Publix stock is a testament to your loyalty and the company's...

Market Timing vs. Asset Allocation: The Proven Strategy for Long-Term Wealth

Ah, market timing. It's the siren song of investing – that seductive whisper promising you can effortlessly buy low, sell high, and sidestep every market...

Do You Really Need an Estate Plan? Discover the Benefits & Essential Documents

"So, Michael, what happens to everything if something happens to me?" It’s a conversation I’ve had countless times during my nearly three decades as a...
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Free Estate Planning Checklist: Secure Your Legacy, Protect Your Family, & Avoid Probate

Are you ready to take control of your legacy and guarantee your loved ones avoid unnecessary probate delays, legal...

An Insider’s Guide to Buying Import Car Insurance (Without Getting Ripped Off)

In my near 30 years of advising clients, I saw two kinds of import owners. Those who beamed with...

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Retiree Asset Allocation: A Planner’s Guide Beyond the 60/40

Alright, let's talk reality. You've busted your tail for...

Beagle 401k Review (2025): Legit Service or Overhyped for Finding Lost 401(k)s?

Finding your old 401k accounts can feel like searching...

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