Retirement Articles
and Guidance

showing the way to your ideal Retirement

Check out our featured articles for timely guidance, proven strategies and answers to the questions that matter most for your financial future.

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retirement planning
retirement income
taxes
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Retirement Planning Today: Now Is Not the Time to Be Passive

Stock market swings. Uncertainty with Social Security and Medicare. New tax rules. The skyrocketing cost of healthcare. None of these things are...
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3 smart year-end moves that could significantly reduce your taxes in retirement

The final three months of this year is a critical window of opportunity that could significantly reduce the total amount of taxes you'll pay in...
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Does Converting Your Traditional IRA or 401K into a Roth...Still Make Sense Today?

Could you save a small fortune in taxes… by converting your traditional IRA or 401K into a Roth? Find out on this special edition of Retirement...
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5 Big Social Security Myths. Separating Fact from Fiction!

There are 5 myths about filing for Social Security…that could cost you a small fortune! We set the record straight, on a special edition of...
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3 Big Strategies for Your IRA and 401K That Could Unlock a Windfall of Tax Savings in Retirement

Saving money in one of these tax-deferred retirement accounts seems like a great deal at first, but these accounts could trigger massive taxes…
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Spreading smiles and hope: Glen Rimbey's dedication shines in community efforts

Glen Rimbey, affectionately known as "Smiley," is a beacon of hope and transformation in his community, dedicating his life to helping others...
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4 Hidden Threats to Your Retirement Savings Today

Are you recently retired? Or hoping to retire soon? Learn four hidden threats that could have devastating consequences for your retirement savings…
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The Overlooked Tax Opportunity for IRAs and 401Ks over $300,000

“If you’ve saved more than $300,000 in a traditional IRA or 401K, congratulations – you’ve already cleared one of the biggest hurdles that could...
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Turning High Interest Rates Into a Retirement Advantage with Dave Whitworth (Ep. 26)

In this episode, Ryan Thacker and Tyson Thacker sit down with long-time advisor and friend, Dave Whitworth, to unpack strategies for thriving in...
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