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Cool...You've Got Money. Now What?
Most people spend decades building a retirement account, but very few spend time thinking about how they'll actually live on it. Sometimes the most important retirement conversation starts with one simple question: "Cool...you've got money. Now what?"

Karrie Burger
Jul 62 min read


Why Smart People Still End Up With Bad Financial Plans
Most people don’t end up with bad financial plans because they were careless — they end up there because they followed advice that used to work. Here’s why smart decisions can still lead to incomplete results.

Karrie Burger
Feb 123 min read
Insights & Financial Strategies Blog
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