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Matthew Gray | Jan 6, 2023

The 3 Most Important Factors in Deciding When to Retire

Retirement
Retirement Planning
While there is no crystal ball to know for sure, there are principles which can be applied to your specific circumstances to see how much you can safely afford
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Matthew Gray | Dec 9, 2022

Small Financial Mistakes - Big Results

Financial Planning
We often wonder why we let preventable mistakes continue to happen. Here’s a few thoughts as to how we can stop the cycle!
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David Larson | Nov 22, 2022

It Doesn’t Hurt to Ask!

Retirement Planning
Investing


 

“We can’t find anywhere to sit!”

The family was hungry for the buffet breakfast that awaited us in a Washington DC Marriott one chilly fall morning

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David Larson | Nov 22, 2022

How to Retire from a Large Corporation # 13: Organizing Investments by Tax Status

Retirement Planning
Investing

 

This blog is the 13th in a series, “How to Retire from a Large Corporation” and is designed to accompany an e-book by the same name.

Previously, we have

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David Larson | Nov 21, 2022

How to Retire from a Large Corporation #12: Benefits of Rollovers

Retirement Planning
Investments
Investing

Are you like many people we know in Harrisonburg and Rockingham County who are excited about their retirement years, but are overwhelmed by the complexity and

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David Larson | Nov 14, 2022

How to Retire from a Large Corporation #11: Pension Strategies with Life Insurance

Retirement Planning

Are you like many people we know in Harrisonburg and Rockingham County who are excited about their retirement years, but are overwhelmed by the complexity and

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David Larson | Nov 7, 2022

How to Retire from a Large Corporation #10: Pension Apples and Oranges

Retirement Planning

Are you like many people we know in Harrisonburg and Rockingham County who are excited about their retirement years, but are overwhelmed by the complexity and

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David Larson | Oct 31, 2022

How to Retire from a Large Corporation #9: Pension Rate of Return

Retirement Planning

Are you like many people we know in Harrisonburg and Rockingham County who are excited about their retirement years, but are overwhelmed by the complexity and

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David Larson | Oct 24, 2022

How to Retire from a Large Corporation #8: Pension PLOP and Leveling Options

Retirement Planning

Are you like many people we know in Harrisonburg and Rockingham County who are excited about their retirement years, but are overwhelmed by the complexity and

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David Larson | Oct 17, 2022

How to Retire from a Large Corporation #7: Pension Survivor Options

Retirement Planning

Are you like many people we know in Harrisonburg and Rockingham County who are excited about their retirement years, but are overwhelmed by the complexity and

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David Larson | Oct 10, 2022

How to Retire from a Large Corporation #6: Social Security Break Even

Retirement Planning

Are you like many people we know in Harrisonburg and Rockingham County who are excited about their retirement years, but are overwhelmed by the complexity and

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David Larson | Oct 3, 2022

How to Retire from a Large Corporation #5: Social Security Key Points

Are you like many people we know in Harrisonburg and Rockingham County who are excited about their retirement years, but are overwhelmed by the complexity and

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