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For Your Retirement

Aug 26, 2020

Retirement planning, and retirement itself, often involves volatility, uncertainty, complexity and ambiguity.  These make up the acronym VUCA, which is a framework that is gaining popularity with the pandemic.  Originating out of the US War College and applied to corporate America, I attempt to discuss the framework in...


Aug 12, 2020

Tax planning in retirement can mean a few different things.  Taxes will be the largest expense in retirement for many of you.  There are some simple strategies that can have a concrete impact on your taxes, but there are also multi-year strategies that require projections and a little bit of art.  These can also be the...