Jul. 22, 2021
Near Death Experiences Have a 0% Fatality Rate...But, You Still Need a Legacy Plan
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Retirement Solutions Archive.
10 Result(s) in the “Taxes” Category
Jul. 16, 2021
Inflation, Wealth Transfer, and Early Retirement Concerns & Considerations
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Jun. 18, 2021
Locating Old Forgotten Retirement Plans and The Capital Gains Tax Hike
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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
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May. 28, 2021
Retirement Regrets and Fear of Risk
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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
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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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