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On a Break Until the 4th Quarter
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How long should I keep my documents?
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Edward F Sanders – Financial Strategist
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What to do on your worst day…
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Treasury Bills and SVB
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Long Term Care Basics
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How to Save $1,000,000 in your 401k
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Saving For Retirement
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Long Term Perspective
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SECURE Act 2.0
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Tax Loss Selling
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The Great Reset
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HSA Ideas
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Health Savings Account – Basics
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Social Security Cost of Living Adjustment (COLA)
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Required Minimum Distribution Strategies
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Tax Buckets
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Tax Birthdays and Milestones
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401k Tune-Up Tips Part 2
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401k Tune-Up Tips Part 1
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Roth Conversion Gotcha’s
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When will the bear market end?
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Roth Conversions are on Sale!
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Digital Assets & The Federal Meeting
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What the Heck?
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Doom and Gloom: When will it end?
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April Woes
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When Can I Retire?
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10 Investment Themes for 2022
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Social Security Claiming
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The Magic Penny
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Set Yourself up for 401k Success
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How to Read Your Tax Return
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Top 10 Tax Facts You Should Know for 2022
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7 ways to start the year off strong!
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Background and Principles
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Year End Checklists
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The value of a liberal arts degree and how to measure success!
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Affording College
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MEGA Qualified Charitable Distributions
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5 Ways to Fix Social Security
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What is the best age to claim Social Security?
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Social Security Spousal Benefits
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Social Security Clawbacks
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Your Social Security Payment equals Primary Insurance Amount
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6 Social Security mistakes & why people claiming at age 62
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Social Security Fundamentals
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Ways to manage your 401(k)
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How much will you have saved for retirement?
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Owning Company Stock in your 401(k)
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How to select 401(k) investments?
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Death of the Stretch IRA & the MEGA Backdoor Roth
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3 Types of Retirement, and the different savings strategies
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What do I invest my PG&E 401(k) account in?
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How much do I need to save for retirement?
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