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Retirement

Navigating Retirement if You’re Self-Employed

Retirement planning looks different when you are self-employed. Without access to employer-sponsored benefits like pensions or 401(k) matching, freelancers, consultants, and small business owners often ...
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market downturns Mundt MN
Retirement

Retirement Planning Lessons from the Last Market Downturn

Market downturns are a natural part of investing, but for those approaching or already in retirement, they can feel especially impactful. Watching account balances fluctuate ...
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tax deduction
Retirement

Bonus Senior Tax Deduction

Because it’s tax time, our clients have been asking questions about how taxpayers ages 65 and older can make the most of the temporary $6,000 ...
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Healthcare Costs in Retirement
healthcare

Planning for Healthcare Costs in Retirement

When people think about retirement planning, they often focus on savings, investments, and income. But one of the most important and often underestimated factors is ...
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