Tag: financial independence

Celebrate Your Financial Independence Day

In honor of our nation’s birthday, I’d like to say Happy Fourth of July to all our readers!  In the United States, there are certain...

3 Investing Mistakes to Avoid

I’m extremely lucky to have a smart and successful group of clients, many of whom came to me after falling victim to the 3 simplest...

Retirement Portfolios – Shifting from Accumulation to Distribution

Creating sustainable retirement portfolios is as much art as science. The tendency to view our annual capital projections as only science, due to the mathematics...

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