Blog Category:

Financial Planning

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How To Get More Interest on Your Bank Money (Part 2) – with Scott White | Podcast

#39 – Some people have been waiting for interest rates to get better since 2008....
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Why You Should Outsource Your Interest Rate Management | Blog

By the end of 2020, almost every client asked us the same question: “How do...
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Outsource Your Interest Rate Management (Part 1) – with John Major | Podcast

#38 – If you have a huge amount of excess cash sitting in your bank...
5-Ways-for-Women-to-Embrace-Their-Financial-Power-_-Blog

5 Ways for Women to Embrace Their Financial Power | Blog

It wasn’t until the ‘70s that women could get their own credit card without having...
Take-These-7-Steps-When-Setting-up-a-Business-_-Blog

Take These 7 Steps When Setting up a Business | Blog

If you’re at a point in life where you don’t want to continue on at...
The-Different-Types-of-Financial-Advisors

The Different Types of Financial Advisors | Blog

In an ideal world, you would be able to walk into your local financial advisor’s office and...
3-Key-Planning-Mistakes-You-Dont-Want-to-Learn-the-Hard-Way

3 Key Planning Mistakes You Don’t Want to Learn the Hard Way | Blog

Over the 17 years of his financial planning career, Jeremy Keil has noticed that clients tend to...
Could-a-Phased-Retirement-be-Right-for-You

Could a Phased Retirement be Right for You? | Blog

Will you let your working life determine when, and how, you retire? Or do you...
5-Things-To-Do-When-Handling-an-Estate

5 Things To Do When Handling an Estate | Blog

Losing a loved one is never easy. The process can be made even more difficult...

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Retire Today is a retirement podcast focused on helping people within five years of retirement make confident decisions about income, taxes, Social Security, and long-term planning.

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