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Whether retirement is fast approaching or has already arrived, you’re probably looking for ways to maximize your income flow for the future. Reducing taxes in

Understanding “How Much Does It Take to Retire Comfortably on a $5k, $10k, or $15k/mo Budget?” is crucial for successful retirement planning, as the amount

When to Stop Saving for Retirement is a personalized decision, and finding the right moment depends on several important factors. Here are some key learnings

Understanding the need to plan for retirement is crucial as you approach your later years. It offers you comfort and security in a phase of

A Guide to Your Dream Destination Retirement Many people dream of retiring in a beautiful location that would feel like a vacation—for the rest of

Lessons From a Health Scare: How a Financial Expert Changed His Views In May of 2022, I was diagnosed with a brain tumor. While there’s

Women seeking security and independence may have some learning to do—as well as mindset shifts to make. But it’s rewarding! This learning can all be

After years of working with Atrium Health employees, I’ve seen some patterns. There are certain financial planning challenges that pop up time and time again.

You may have received an Atrium Health benefits package, but do you know how to maximize it? Let’s dive into learning how you can maximize

Debating whether you should pay off mortgage or invest money? Then keep reading to come to a decision! Pay Off My Mortgage Or Invest My