Jun. 18, 2021
Locating Old Forgotten Retirement Plans and The Capital Gains Tax Hike
Get your free Oakmont Blueprint Ready to take the leap toward a more secure retirement? GET STARTED TODAY. We start with a…
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Retirement Solutions Archive.
10 Result(s) in the “Taxes” Category
Jun. 11, 2021
Retirement Concerns, Coach K, Why Tax Planning Is Not Tax Preparation
Get your free Oakmont Blueprint Ready to take the leap toward a more secure retirement? GET STARTED TODAY. We start with a…
Jun. 4, 2021
The Merits and Perils of Sophistication, Simplification, Complexity and Confusion
Financial Planning, Market Volatility, Portfolio Risk Tolerance, Retirement Investing, Retirement Planning, Taxes
Get your free Oakmont Blueprint Ready to take the leap toward a more secure retirement? GET STARTED TODAY. We start with a…
May. 28, 2021
Retirement Regrets and Fear of Risk
Get your free Oakmont Blueprint Ready to take the leap toward a more secure retirement? GET STARTED TODAY. We start with a…
May. 7, 2021
A Few Thoughts on Target Date Funds, Tax Hikes, and Baseball
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Apr. 30, 2021
The Nature of Human Nature: Rookie Mistakes and Understanding Fees
Get your free Oakmont Blueprint Ready to take the leap toward a more secure retirement? GET STARTED TODAY. We start with a…
Mar. 12, 2021
Wealth Tax, Financial Mistakes, and Estate Planning
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Mar. 5, 2021
The Financial Transaction Tax + Shaq!
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Feb. 19, 2021
Are Stimulus Checks Taxable?
"The wise man bridges the gap by laying out the path by means of which he can get from where…
Feb. 4, 2021
Inheritance, Spending, And The Tide That Lifts All Boats
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