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Maximizing Catch-Up Contributions to Retirement Accounts One of the smartest ways to enhance your retirement savings is through catch-up...

By: George Jameson, CFP®, MBA & founder of Capital Weatlh Group In today's gig economy, freelancing and non-traditional roles are rapidly...

Have you seen those bold claims on social media lately? Insurance salesmen are touting life insurance as a superior investment to a...

Forget market predictions, embrace clarity! As a fee-only, low-cost financial advisor, I'm not here to play the guessing game with your...

Today, we are diving into the world of annuities, providing you with a comprehensive understanding of what they are, how they work, and...

In this article, we'll delve into Dr. Wade Pfau's four primary Retirement Income Strategies outlined in his book, "The Retirement...

Welcome to our latest blog post! Today, we're diving into the Guardrails withdrawal strategy, a flexible approach that could potentially...

In this issue, we delve into the intricacies of the 4% Withdrawal Rule.

By: George Jameson, CFP®, MBA Welcome to the latest edition of the "Capital Wealth Group" newsletter. In this issue, we'll dive into one...

By: George Jameson, CFP®, MBA Retirement is supposed to be a time of fun and relaxation, but it can quickly turn into a financial...

By: George Jameson, CFP®, MBA Retirement planning is a daunting task, especially for those who are within five years of retirement. With...

Ask an advisor: Will Medicaid rescue my ailing mother? By Nathan Place January 13, 2023 4:53 PM https://www.financial-planning.com/list/a...