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Tips & Professional Insights

Read our team’s valuable tips and professional insights centered around your wealth and lifestyle goals for retirement.

September 24, 2026

Money Questions That Aren’t Really About Money

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Talking about money can be hard for some people, and sometimes it just takes the right question to get things rolling. Jude goes over a few today that…
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September 21, 2026

The 5 D’s of Retirement

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Based on a recent article from Kiplinger, there are five keys to a retirement plan that actually hold up over time. They all happen to start with the…
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August 27, 2026

Retiring Early Isn’t Always a Choice — Here’s What the Data Shows

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Most people plan to retire around 65, but new research shows many actually retire closer to 62- and often not by choice. Health issues, layoffs, disabilities, and other…
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July 23, 2026

The 4% Rule vs. the 8% Rule: What’s the Right Withdrawal Rate for You?

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Dave Ramsey has built one of the most recognized brands in personal finance. Millions of people have followed his advice out of debt and into savings. But when…
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July 9, 2026

Protecting What You Care Most About

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In this episode, Jude explains why a strong financial plan goes beyond investments and includes the safeguards needed to protect your family, your wishes, and your legacy….
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June 25, 2026

From First Conversation To Being A Client- Here’s How We Work

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Today, Jude walks through what it actually feels like to work with a firm like Centrus Financial- from the first conversation to ongoing guidance- so you know what…
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