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Blogs

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Small Business Owner Retirement: Dealing with an Unexpected Exit

Greg Fowler | Nov 29, 2021
Categories
Retirement
A pair of reading glasses sitting on an open textbook. The book has content on taxes.

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Greg Fowler | Nov 22, 2021
Categories
Retirement
Tax Planning
A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.

Divorce and Retirement: Here’s What You Need to Know

Greg Fowler | Nov 15, 2021
Categories
Retirement
Savings
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Common Investor Biases and How They Can Impact Your Finances

Greg Fowler | Nov 12, 2021
Categories
Investments
An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.

Financing Long-Term Care: Your Options Explained

Greg Fowler | Nov 12, 2021
Categories
Health

Social Security Facts for 2022

Greg Fowler | Nov 12, 2021
Categories
Retirement

The Pros and Cons of Investing in a 529 Plan for College

Greg Fowler | Apr 1, 2021
Categories
College
Education
Investments
Savings
Selling Your Home After Retirement: The Benefits of Downsizing

Selling Your Home After Retirement: The Benefits of Downsizing

Greg Fowler | Mar 1, 2021
Categories
Retirement
Savings
Real Estate

5 Year-End Tax Planning Opportunities for the Savvy Investor

Greg Fowler | Sep 1, 2020
Categories
Tax Planning

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