He has practiced a values-based method of financial planning for over 35 years and defines his job as helping people make smart choices about their money with the goal being, no matter what happens in the market, economy, or the world, they have a higher probability of achieving their goals for the reasons that are important to them.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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