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Not “CAN I retire early?” but “HOW do I retire early?” Making a Retirement Plan When You’re Still Young.

December 11, 2024 |
“When can I retire?”“Can I retire when I’m 55?” Our clients, many in their 30s or 40s, ask us such questions all the time. The thing is, if all you
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Top 11 Reasons that People Reach Out to Us for Financial Planning Help

November 27, 2024 |
Do you recognize yourself in any of these situations? While everyone’s finances are complicated (if nothing else, because their lives are complicated), there’s actually a fairly short list of reasons
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Use Asset Location to Pay Less in Taxes and Get More Money out of Your Investment Portfolio

November 13, 2024 |
What if you didn’t have to save more than you already are, if you didn’t have to change what you invested in…and you could still get more money out of
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What It’s Like to Work with Flow: The Annual Renewal Meeting

October 30, 2024 |
Most people have no idea what working with a financial planner is like. Every prospective client I speak with has questions about what it’s like to work with us at
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Meg’s Musings: On Being a Financial Planner

October 9, 2024 |
Back from several days in San Francisco—celebrating my wedding anniversary, admiring a friend’s potato-shaped dog, meeting with a handful of clients, enjoying the hell out of San Francisco, and generally
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More Strategies to Save You Taxes In Case the Tax Cuts and Jobs Act Expires in 2026

September 25, 2024 |
Big tax changes are a’ comin’. Maybe. In our last blog post, I discussed one big strategy to take advantage of the possible expiration of the Tax Cut and Jobs
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Top 11 Reasons that People Reach Out to Us for Financial Planning Help

November 27, 2024
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