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After the Paycheck

Exploring a wide range of topics aimed at helping people to and through their retirement.

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Exploring a wide range of topics aimed at helping people to and through their retirement.

Are You Subject To Behavioral Bias Regarding An Asset You Own?

Many of the motivations to sell an asset are rooted in some kind of behavioral bias.


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Will You Have To Pay Tax On The Sale Of Your Investment? (Flow Chart)

Determining the tax impact of selling an investment can be complicated.


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Should You Consider A Roth Conversion? (Flow Chart)

Avoid paying unnecessary taxes in your retirement accounts.


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Monthly Budget Worksheet

Sitting down with a professional and following this simple budget plan could be the most important thing you do all year.


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Family Organizer Kit

In today’s world, our lives are constantly evolving from one phase to the next — a new job, buying a house, getting married,...


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Will You Face an Income Gap in Retirement?

Not all retirement expenses are created equally. As you prepare for retirement, it is important to understand there are...


Tags: Useful Worksheets

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