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The Client Experience - January 4, 2025
A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before the…
1 year, 4 months ago
Retirement Checklist - December 28, 2024
According to a new Axios/Ipsos poll, one in five Americans believe they’ll never retire, 62 percent of people who aren't retired yet believe Social S…
1 year, 4 months ago
Optimizing Social Security - December 21, 2024
Many retirees depend heavily on Social Security, aiming to help maximize their returns from this important income source. However, navigating the sys…
1 year, 5 months ago
Maximize Your Retirement Income - December 14, 2024
You’ve spent your entire career saving for retirement. How can you make sure you’ve done enough? The last thing you need at this stage of the game is…
1 year, 5 months ago
Falling Interest Rates - December 7, 2024
As you enter or approach retirement, it’s natural to start thinking about how to turn your dreams into reality. Whether that means traveling, spendin…
1 year, 5 months ago
Make Your Money Work for You - November 30, 2024
It’s not what you make, it’s what you keep that counts. As you start to think about your finances and retirement have you ever considered this? Some …
1 year, 5 months ago
Growing Government Debt Threatens Higher Taxes in Retirement - November 23, 2024
In a time when growing government debt is almost certainly paving the way for higher taxes, helping ensure the protection of your retirement savings …
1 year, 5 months ago
Retirement for Small Business Owners - November 16, 2024
Retirement for Small Business Owners - November 16, 2024 by Financial Sanity with Patrick Ayers
Welcome to Financial Sanity with Patrick Ayers
With so …
1 year, 6 months ago