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Most people believe with no job their tax bill will go down in retirement. That is not always true. The question is, what can you do about it?

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On this episode:

• A dad in Florida gave his house to his daughter. The 55 plus rule became a problem.
• Evaluating that old stock from mom and dad.
• Gold was all the rage last year, now what?

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On this episode:

Is market volatility really the biggest retirement concern, or is there a more important question hiding in plain sight? "Whatever's left, they can have" sounds simple. Why that mindset may create challenges for spouses, children, and heirs. Healthcare costs, spending habits, and other unexpected realities can reshape retirement faster than many people a...

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Studies show that the happiest decade of our life is our 60s. What should you be doing to make that a reality?

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On this episode:

She bought her dream house on the beach but may have done it the wrong way. Is the greed factor getting you in this stock market? If you delay Social Security and draw off your 401(k), does the math work?

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