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Financial tactics and tools for self-starters to achieve enduring financial freedom decades ahead of the norm. Delivered once a month on the first Saturday.
Donovan Carson
Mar 10, 20243 min read
How to Live Well Together With Your Partner in Retirement
Interestingly enough, when it comes to retirement, most couples spend a good amount of time planning financially but then often neglect...
Donovan Carson
Mar 10, 20243 min read
How to Make Your Money Last in Retirement
Since there is no exact timeline on how long we will live or what our future may hold, it’s understandable to have questions and concerns...
![[Infographic] Retirement Plans for the Self-Employed: A Comparison](https://static.wixstatic.com/media/329ea9_c869a86c95dc41f3becc28d84761cb33~mv2.png/v1/fill/w_839,h_630,fp_0.50_0.50,q_95,enc_auto/329ea9_c869a86c95dc41f3becc28d84761cb33~mv2.png)
Donovan Carson
Mar 10, 20241 min read
[Infographic] Retirement Plans for the Self-Employed: A Comparison
Invest In a Life You Love, When You're Ready, There Are Three Ways I Can Help You Become a Client—Apply to become a client of mine and...
![[Infographic] Planning for Retirement as a Small Business Owner](https://static.wixstatic.com/media/329ea9_d663437d16fa4c1198065b74e663d567~mv2.png/v1/fill/w_839,h_630,fp_0.50_0.50,q_95,enc_auto/329ea9_d663437d16fa4c1198065b74e663d567~mv2.png)
Donovan Carson
Mar 10, 20241 min read
[Infographic] Planning for Retirement as a Small Business Owner
Invest In a Life You Love, When You're Ready, There Are Three Ways I Can Help You Become a Client—Apply to become a client of mine and...
Donovan Carson
Mar 8, 20244 min read
High-Income Earners May Have Trouble Saving For Retirement: Your Guide to Overcoming Some Surprising Roadblocks
You know preparing and saving early is key to reaching your retirement goals - but as someone who makes six figures or more, you may have...
Donovan Carson
Mar 8, 20243 min read
How to Plan for the 3 Stages of Retirement
One of the most common misconceptions about retirement is that “retirement is a single event.” Not many people understand that...
Donovan C.
Mar 7, 20243 min read
Finance Tips and Hidden Costs For Snowbirds
The number of snowbirds migrating to warmer temperatures for the winter continues to grow. Whether you purchase a second home or rent one...
Donovan Carson
Mar 7, 20243 min read
6 Common Pre-Retirement Mistakes that Cost Dearly
In the best of worlds, individuals start saving for retirement the first paycheck they receive. And while some of us might have been...
Donovan Carson
Mar 7, 20244 min read
How to Invest After You Retire
Whether you’ve been a savvy investor your whole career or decided now’s the time to buckle down on obtaining additional income, investing...
Donovan Carson
Mar 7, 20242 min read
How to Simplify Your Finances for a Stress-Free Retirement
Simplify your retirement transition by consolidating accounts and going paperless. Streamline your finances for a stress-free retirement.
Donovan Carson
Mar 7, 20242 min read
Retirement Withdrawal Strategies: Systematic vs. Bucket vs. Guardrails
nsure a secure retirement with the right withdrawal strategy. Choose wisely for financial stability and peace of mind. Consult experts.
Donovan Carson
Mar 7, 20242 min read
Maximizing Your Retirement: A Strategic Guide to Handling Your Old 401(k) When Changing Jobs
When transitioning between jobs, handling your 401(k) might not be the first thing on your mind. However, the way you manage it can...
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