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How to Use Cash Reserves as an Emergency Fund for Retirement
You’ve finally made it to retirement. You’ve achieved the goal of financial independence. Now what? In this article, we talk about making tax-efficient withdrawals in retirement. While smart...
How is Saving for College Different for High Income Families?
by Alexis Long, MBA, CFP®
September 13, 2019
What is Your Shell Pension Plan Really Worth? Here’s How to Calculate It.
by Alexis Long, MBA, CFP®
July 25, 2019
Rules You Need to Know to do an IRA Qualified Charitable Distribution (QCD)
by Alexis Long, MBA, CFP®
October 19, 2016

