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Retirement

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Why Building a Business Is the New Retirement Plan

  • April 08
  • AWS
  • Business, Retirement

Real wealth in retirement isn’t created by traditional “retirement planning.” Let’s face it, the people who’ve consistently profited from that model are financial planners and

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Aging in Place: A Growing Trend

  • October 15
  • AWS
  • Business, Investing, Newsletters, Retirement

Since my dad turned 95 last month, I’ve become somewhat of an expert on senior living options. Thankfully, he doesn’t need a nursing home yet.

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The 2024 401(k) Catch-Up Contribution Changes: New Considerations for High-Earning Retirement Savers

  • July 25
  • AWS
  • CPA Advantage, Financial Planning, Investing, Retirement

The retirement savings landscape is evolving, and high-earning savers need to stay on top of these changes to optimize their savings strategy. As we approach 2024, significant alterations to the 401(k) catch-up contribution laws are on the horizon.

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Is Your Retirement Safe from Legislation Changes?

  • January 24
  • AWS
  • Financial Planning, Retirement, Taxes

What kind of changes do you need to make to your retirement today, to not be impacted by the new retirement laws.

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Video Resource Library

  • July 06
  • AWS
  • Business, Crypto, Financial Planning, Retirement, Taxes, Webinars

Crypto Videos: Can You Make Money in Crypto, Even As A Beginner? Register here: https://event.on24.com/wcc/r/3839045/9183558F04101A6777AFB9EA149F5C80 Simplifying the Mystery of Cryptocurrency – Register here: https://event.on24.com/wcc/r/3839047/64F06501CDCE7A5589D630C18F86CB61 Learn

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IRMAA: The Painful Surcharge You Don’t Know About

  • February 10
  • AWS
  • Retirement

Thinking of retiring in the next 3-5 years? Then you’ll want to know all about the “Income Related Monthly Adjustment Amount,” or IRMAA.  That’s the formal name for the additional premium that some individuals and couples who are enrolled in Medicare must pay for their coverage.

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Recent Posts

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  • Why Building a Business Is the New Retirement Plan
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