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risk and reward

Investment Principle: Staying Invested Matters

A key investment principle that is a part of everyone’s financial plan is that staying invested matter. When it comes to your retirement plan, staying invested matters through market ups and downs to earn the returns you need to meet your retirement goals. Missing just few of the best days can seriously set back your well laid financial plans. Have a bad market action plan.

Software Engineer Wanted Financial Independence

Software Engineer Wanted Financial Independence

Jason was a software engineer working at a tech start up when we first connected with him. He had recently left a position at a large multinational for the challenge of a younger, smaller firm. He was earning $150,000 a year, along with a $50,000 bonus, and 500 restricted stock units. In addition, he had $500,000 in RSUs from his previous firm…

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Corporate Executive Preparing To Retire

Corporate Executive Preparing To Retire

When we first met Beth she already had substantial assets, but 20% were in cash, she had five different IRAs with multiple institutions in multiple states, she had multiple brokerage accounts, and there were numerous redundancies and tax liabilities. She was a retired corporate executive who was five years away from Medicare and receiving medical…

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