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

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By Bill Losey | November 17th, 2021

Intelligent Financial Planning Moves in Your 20s, 30s, 40s & 50s

If you had a timeline of the financial steps you should probably take in life, what would it look like? Answers to that question will vary, but certain times of life do call for certain financial moves. Some should be […]

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RECENT POST
By Bill Losey | October 26th, 2021

Wise Decisions with Retirement in Mind

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By Bill Losey | October 6th, 2021

End-of-the-Year Money Moves

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By Bill Losey | September 15th, 2021

The Non-Retirement Retirement

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By Bill Losey | August 10th, 2021

The Social Security Dilemma

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By Bill Losey | July 22nd, 2021

A 6.1% Bump in Social Security?

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By Bill Losey | June 7th, 2021

A COLA with Your Social Security?

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By Bill Losey | May 17th, 2021

Investor Sentiment Is Shifting

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By Bill Losey | April 26th, 2021

The Debate Has Started on Raising the Capital Gains Tax

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