Retirement
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A Net Worth Equal To 25X Expenses Is Not Enough To Retire Early
Being financially independent means having enough passive income to cover your essential or desired living expenses. A common guideline is…
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The 4% Rule: Clearing Up Misconceptions With Its Creator Bill Bengen
I had the pleasure of speaking with Bill Bengen, creator of the “4% Rule” for retirement planning. Bill has been…
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The Power Of Losing: How Setbacks Can Lead To Success
One reason many people shy away from competition is that they dislike losing. With often only one winner, the sting…
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2025 401(k) Contribution Limits: Bigger Savings, Better Retirement
The 401(k) contribution limit for employees in 2025 has increased to $23,500, up from $23,000 in 2024. The employer contribution…
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Four Years Later, You
Every time a political candidate asks if you’re better off than four years ago, I can’t help but chuckle. Their…
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2025 Tax Brackets: New Ideal Incomes For Workers And Retirees
The IRS has announced new income limits for its seven tax brackets for 2025, with thresholds increased by about 2.7%…
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Business
The Surprising Benefits Of Donating To Your Kid
Out of all the things you could donate your hard-earned money to, giving to your child’s school might not be…
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Business
Apply Stop Losses To Protect Your Wealth And Quality Of Life
As an investor, it’s essential to understand that risk assets come with no guaranteed returns. Setting and following a stop…
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Business
Wine and Whiskey: Investing for Enjoyment and Diversification
Investing in alternative assets has become an increasingly popular way to diversify beyond traditional stocks and bonds. Wine and whiskey,…
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Finishing Rich Despite A Low-Return Stock Market Environment
Since the bottom of the global financial crisis in July 2009, the S&P 500 has generally experienced a bull market.…
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