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In addition to the personalized services we provide our clients, we also provide general news and updates to help you stay current with information about Fee-Only financial planning, tips for getting ready to retire, and advice for reaching your financial goals.
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How to Build Wealth in Your 50’s
Key Takeaways Focus on eliminating high-interest debt to free up resources for savings and investments, setting a solid foundation for retirement. Trim excess expenses to increase funds available for investing in your retirement fund, laying the groundwork for financial security. Maximize “catch-up” contributions to tax-advantaged accounts, enhancing your nest egg with the help of professional […]