Intelligent Retirement Planning and Investing Strategies for Discerning Women and Couples Nationwide Age 50+

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RECENT POST
By Bill Losey | January 13th, 2023

SECURE Act 2.0: An Overview

In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement. The law is called SECURE 2.0, and it is a follow-up […]

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RECENT POST
By Bill Losey | January 10th, 2023

Orchestrating Your Retirement Accounts

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RECENT POST
By Bill Losey | January 3rd, 2023

A Look at Diversification

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Archives
By Bill Losey | December 5th, 2022

Choices for Your 401(k) at a Former Employer

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By Bill Losey | November 14th, 2022

Social Security: Maximizing Benefits

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By Bill Losey | November 1st, 2022

New Retirement Contribution Limits for 2023

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By Bill Losey | October 25th, 2022

Managing Probate When Setting Up Your Estate

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By Bill Losey | October 10th, 2022

Should We Reconsider What “Retirement” Means?

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By Bill Losey | October 1st, 2022

Annual Financial To-Do List

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