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How to Create a Sustainable Withdrawal Strategy
Retirement marks a major life transition—shifting from years of earning and saving to living off the wealth you’ve accumulated. One of...
Taylor Kelly
6 days ago4 min read
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The Tax Implications of Real Estate Sales in Retirement
For many retirees, real estate is one of the most valuable assets they own. Whether it’s a primary residence, a vacation property, or an...
Taylor Kelly
Aug 114 min read
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Planning for a Large Inheritance: What You Need to Know
Receiving a large inheritance can be a life-changing financial event. Whether it comes as a result of a loved one's passing or is planned...
Taylor Kelly
Aug 44 min read
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Understanding Net Unrealized Appreciation (NUA) in Retirement Planning
When it comes to retirement planning, taxes can be just as important as investment returns. One often-overlooked tax strategy that can...
Taylor Kelly
Jul 284 min read
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How to Leverage HSAs for Retirement Healthcare Costs
When planning for retirement, one critical factor that often catches people off guard is the rising cost of healthcare. With longer life...
Taylor Kelly
Jul 215 min read
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Estate Planning Mistakes to Avoid
Estate planning is a crucial, yet often overlooked, part of retirement preparation. While many people focus on building their nest egg...
Taylor Kelly
Jul 145 min read
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Tax-Free Investment Strategies for High Earners
How to Keep More of What You Earn—Now and in Retirement When it comes to building wealth and preparing for retirement, high earners face...
Taylor Kelly
Jul 74 min read
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The Role of Annuities in Retirement Planning
As you approach retirement—or if you're already living in it—your focus naturally shifts from accumulating wealth to protecting it and...
Taylor Kelly
Jun 304 min read
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Using Life Insurance as a Wealth Transfer Tool
Planning for the future often extends far beyond one’s own retirement years. For many retirees or those nearing retirement, one of the...
Taylor Kelly
Jun 234 min read
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How to Protect Your Retirement Savings Against Inflation
Retirement is meant to be a time of financial peace, not stress. After years of diligent saving and careful planning, retirees want to...
Taylor Kelly
Jun 164 min read
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The Importance of Diversification in Retirement Accounts
When it comes to planning for retirement, there’s no shortage of financial advice available. But one principle stands tall among them...
Taylor Kelly
Jun 94 min read
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How to Plan for Rising Healthcare Costs in Retirement
When most people imagine retirement, they envision relaxing days, travel, hobbies, and quality time with family. What often gets...
Taylor Kelly
Jun 24 min read
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Key Considerations for Selling a Family Business
For many individuals and families, a business is more than just a source of income—it’s a legacy. Family businesses often reflect years...
Taylor Kelly
May 274 min read
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Understanding the SECURE Act 2.0
As we move through 2025, retirement planning continues to evolve—bringing both new opportunities and challenges. One of the most...
Taylor Kelly
May 194 min read
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Tax-Advantaged Investments: What You Should Know
When it comes to preparing for retirement or managing finances during your retirement years, understanding tax-advantaged investments...
Taylor Kelly
May 124 min read
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Roth vs. Traditional IRA: Which is Best for You?
Planning for retirement is one of the most important financial decisions you’ll make in your lifetime. With so many options available, it...
Taylor Kelly
May 54 min read
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Social Security Timing Strategies: A Key to Maximizing Your Retirement Income
When planning for retirement, few decisions are as important—and as complex—as determining when to start taking Social Security benefits....
Taylor Kelly
Apr 284 min read
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How to Strategically Spend Down Assets in Retirement
Planning for retirement often focuses on how much to save —but what happens once you retire and start spending  those savings? That’s...
Taylor Kelly
Apr 214 min read
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Building a Rental Property Portfolio for Passive Income
Building a Rental Property Portfolio for Passive Income: A Smart Move for Retirement Planning As retirement approaches—or even once...
Taylor Kelly
Apr 144 min read
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Real Estate Holdings as Part of a Retirement Portfolio
When planning for retirement, many people think of traditional investment options like 401(k)s, IRAs, and stocks. But real estate can...
Taylor Kelly
Apr 75 min read
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