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Switching jobs comes with a long to-do list that requires important financial decisions. Learn more Leaving a Legacy Legacy Planning starts with preparing how you want to distribute your assets to loved ones, friends, and charities, but it also includes how to do that in the most tax-efficien...
Nevertheless, not all participants were positive about financial planning; some valued income generation over saving money: Saving isn’t super important to me because I feel I should be earning more than I should be able to save. …If I am earning more, I don’t have to worry about savin...
ProjectionLabis the most beautiful financial planning tool I’ve ever seen. And, it was created specifically for people pursuing FIRE, so it’s also the most-useful planning tool I’ve found for FI! The indie developer who built it is here today to tell you all about it. ...
6 Retirement Planning Lies that threaten your Golden years. Retirement often thought of as a far-off and hard to achieve nirvana, here are a few endearing myths that may throw off your financial planning. Here are the 6 Retirement Planning Lies that we f
but more of a coach to help people get on track towards their BHAG. My wife and I are planning on starting a side hustle of being financial coaches. Much more to come on this in the near future, but we’ve heard for close friends and family that this is a needed service. So, we...
“Planning is bringing the future into the present so that you can do something about it now” -Alan Lakein For the past few months, I’ve been thinking about my perfect life (I obviously included my wife in this discussion as well). ...
The kind of interactions advisors have with clients has been changing for a long time. First, there are the services that advisors offer. "Clients increasingly are looking for one place to handle everything, so being capable of offering tax and estate planning is imperative," Schmehil said. ...