The Biggest Mistakes Made During Tax Season That Can Trigger IRS Audits
Here are the biggest mistakes taxpayers make during tax season that can trigger IRS enforcement—and how you can avoid them.
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E243: My Three Words for 2025 – Setting Intentions for the New Year
I love this exercise because it avoids the head trash that can result from the pass/fail nature of goal-setting. Don’t get me wrong, there is a time and place for setting goals. But for me, setting three words is much more effective when defining a theme for an entire year.
E242: How to Create Retirement Income From Your Investments – Three Popular Strategies
Here’s a look at three common retirement income strategies—Systematic Withdrawals (Total Return with Rebalancing), the Bucket Strategy, and the Guardrails approach. Each one has its own strengths and challenges, depending on your goals, risk tolerance, and personal style.
E241: Why Shouldn’t I Just Invest in the S&P 500?
While the S&P 500 can be a great foundation for a portfolio, investing solely in this one segment of the market may not always be the best approach. We'll explore several reasons why relying solely on the S&P 500 might not be the ideal strategy.
My Three Words for 2025 – Setting Intentions for the New Year
I love this exercise because it avoids the head trash that can result from the pass/fail nature of goal-setting. Don’t get me wrong, there is a time and place for setting goals. But for me, setting three words is much more effective when defining a theme for an entire year.
How to Create Retirement Income From Your Investments – A Comparison of Three Popular Strategies
Here’s a look at three common retirement income strategies—Systematic Withdrawals (Total Return with Rebalancing), the Bucket Strategy, and the Guardrails approach. Each one has its own strengths and challenges, depending on your goals, risk tolerance, and personal style.
