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Navigate the complex world of finance with resources to help you stay informed and inspired.

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Blogs & Articles

Dive into our insightful blogs, where we share valuable tips and expert advice on various financial topics.

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Introducing The Roth Guy: Your Guide to Tax-Smart Retirement

We’re excited to announce our new podcast launching in the upcoming weeks! Join us as we discuss the impending expiration of the Tax Cuts and Jobs Act, potential future tax increases, and the importance of tax diversification in this episode. We introduce "The Roth Guy" and explore how proactive planning can help you achieve a tax-smart retirement.

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Steering Clear of Retirement Stress

Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.

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Financial Wellness Check-Up
Your Financial Wellness Check-Up

Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions to keep your finances on track. Although financial wellness is going to look different for everyone, we’ll share some areas you should be paying attention to in today’s episode

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Blogs & Articles

THE PLAN WISE, RETIRE FREE PODCAST

with Jude Wilson, CWS®, MBA, BPC™

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Introducing The Roth Guy: Your Guide to Tax-Smart Retirement

Introducing The Roth Guy: Your Guide to Tax-Smart Retirement

We’re excited to announce our new podcast launching in the upcoming weeks! Join us as we discuss the impending expiration of the Tax Cuts and Jobs Act, potential future tax increases, and the importance of tax diversification in this episode. We introduce “The Roth Guy” and explore how proactive planning can help you achieve a tax-smart retirement.

read more
Steering Clear of Retirement Stress

Steering Clear of Retirement Stress

Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.

read more
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