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2022-11_Why I Became a Financial Adviser

Why I Became a Financial Adviser

By Kyle Beckhusen, CFP®, CLU People who enjoy working with numbers don’t always enjoy working with other people. They usually prefer to work behind the scenes, analyzing data and crunching numbers. There are some professions where you can do this, but I’m also a...
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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