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5 Misconceptions About Filing for Social Security...
August 26, 2020
Take two identical couples that are the same age …
These 5 Pieces of Conventional Wisdom for Retirement Planning...
August 18, 2020
When it comes to planning for retirement many peo…
5 Tax Planning Strategies Used by the Ultra-Wealthy That Could Help YOU...
August 08, 2020
Wealthy Americans understand just how deadly taxe…
4 Daunting Challenges for the Second Half of 2020
August 03, 2020
Recently “The Street” described this year as “the…
5 Common Mistakes with Your IRA and 401k That Could Derail Your Retirement
July 28, 2020
Having an IRA, or 401K is pretty straightforward.…
6 Often-Overlooked Expenses in Retirement That Could Decimate Your Savings
July 15, 2020
Karen, David, Bret and Joe jump into this weeks r…
5 Proven Steps to Achieve Financial Independence
July 07, 2020
What if you forgot about the whole idea of retire…
5 Keys to Getting More Income from Social Security
June 30, 2020
Karen, David, Bret and Joe hop into their weekly …
4 Things You Can Control Now… That Could Have a Profound Impact on Your Retirement Savings
June 20, 2020
Karen, David, Bret and Joe jump into their weekly…
The ABCs of RMDs… Your Ultimate Guide to Successfully Navigating Required Minimum Distributions
June 13, 2020
This week, Karen, David, Bret and Joe jump in to …
David Bezar, Bret Elam & Karen Bezar have been on…
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