2025 Summer Checklist: Is Your Retirement Plan on Track?

June 3, 2025
Notepad labeled “2025 Summer Retirement Planning Checklist” on a wooden table with sunglasses, a straw hat, and a pen

Summer’s a strange season for retirement planning. It’s when people slow down, take vacations, unplug a little. But maybe that’s why it works—less noise, more clarity. It’s a good time to sit with your finances and ask: Am I where I need to be? Let’s go through a practical summer checklist. Not everything will apply…

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Don’t Buy Stuff You Can’t Afford

April 30, 2025
Visual of overspending: money going into a ‘Luxury’ bucket while ‘Retirement’ savings are neglected, showing how overspending hurts taxes and retirement.

A Tax-Smart Path to Financial Control and Retirement Freedom Living beyond your means doesn’t just lead to stress and debt. It’s one of the clearest examples of how overspending hurts your taxes and retirement. When your money goes toward short-term indulgences instead of strategic planning, you lose out on valuable tax benefits and delay your…

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