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Blog

1 U.S.A dollar banknotes by Alexander Grey courtesy of Unsplash.

Rule of 4%

Dec 6, 2023
Categories
Retirement
Retirement Planning
Income
Retirement Income
ruleof4%
lifeisgood
https://www.wsj.com/personal-finance/retirement/the-4-rule-for-retirement-is-back-627ef287?st=76fx38fquptzgj0&reflink...
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red and white flowers on white table by Olena Bohovyk courtesy of Unsplash.

Sailing & RV'ing Into the Sunset

Oct 31, 2023
Categories
Retirement
Retirement Planning
Sailing
Boats
RV's
Campers
Travel
https://www.wsj.com/personal-finance/retirement/retirement-america-boat-rv-nomadic-fac65704?st=mjmldbsdjdroh3z&reflink...
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a bunch of different bills laying on top of each other by PiggyBank courtesy of Unsplash.

Pension 101

Oct 2, 2023
Categories
Retirement
Retirement Planning
Pension
Lumpsum
Rollover
Income
Retirement Income
Big decision. Should you take the lump sum pension or the monthly income?
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baby's gray knit hat by Minnie Zhou courtesy of Unsplash.

Healthy, Wealthy & More Sleep...

Sep 5, 2023
Categories
Retirement
Health
Sleep
Rest
Longevity
https://www.wsj.com/health/wellness/sleep-schedule-fix-health-tired-tips-206534c5?st=bclfbglhwsi6dw8&reflink...
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Best Books of 2023

Aug 2, 2023
Categories
Reading
Education
Summer
Vacation
Beach
https://www.wsj.com/articles/12-books-to-read-the-best-reviews-of-july-7eb37ce4?st=g3fvesvnrkdlems&reflink...
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Personal Time Lines & Goals

Jul 12, 2023
Categories
Career
Life
Goals
Dreams
https://www.wsj.com/articles/age-marry-kids-graduation-milestones-800ffec7?st=mtwt0s6y9k3q8rl&reflink=desktopwebshare...
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Retire In Another Country?

May 31, 2023
Retirement, Finance, Retirement Planning, Overseas, Europe, France, Portugal, Costa Rica
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The Work Life Balance... New Rules?

Apr 3, 2023
Categories
Work
Life
Balance
Family
https://www.wsj.com/articles/would-life-be-better-if-you-worked-less-3f49e69a?st=exlazs4p12ge53g&reflink=desktopwebshare...
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Positivity

Mar 1, 2023
Categories
Career
Work
Positivity
Success
WSJ
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The Three (3) Week Vacation...

Jan 26, 2023
Categories
Retirement
Travel
Fun
Vacation, retire, travel, retirement, Europe
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Best Travel Destinations 2023

Dec 20, 2022
Categories
Travel
Retirement
Life
Destinations
Europe
Read More
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Be Yourself - The Aging Process

Oct 24, 2022
Categories
Retirement
Careers
Aging
Retirement Planning
Life
A Little Gray Goes a Long Way...
Read More

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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

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