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Financial Planning
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Jake Skelhorn
May 5, 2025

The Retirement Distribution Hatchet: Why the 4% Rule Fails in Real Life

Financial Planning
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Jake Skelhorn
March 25, 2025

Traditional Retirement Tools Can Derail Your Retirement… And What I Use For My Clients Instead

Financial Planning
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Jake Skelhorn
March 25, 2025

Earning Over $200K? 3 Things to Focus On To Retire Early

Financial Planning
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Jake Skelhorn
March 25, 2025

Maximizing Your Roth Contributions in 2025: A Comprehensive Guide

Financial Planning
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Jake Skelhorn
March 19, 2025

When Not to Do a Roth Conversion: 5 Key Scenarios

Financial Planning
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Jake Skelhorn
March 19, 2025

We Have $2.1million For Retirement, How Much Can We Spend? [Case Study]

Financial Planning
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Jake Skelhorn
March 19, 2025

7 Things to Know Before Rolling Over Your 401(k)

Financial Planning
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Jake Skelhorn
January 28, 2025

What A $2,100,000 Retirement Plan Looks Like [CFP® Case Study]

Financial Planning
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Jake Skelhorn
December 11, 2024

Backdoor Roth IRA: 2 Key Mistakes High-Income Earners Must Avoid

Financial Planning
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Jake Skelhorn
November 18, 2024

5 Questions to Ask Your Financial Advisor Before the End of the Year

Financial Planning
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Jake Skelhorn
November 18, 2024

How to Prepare for the 3 Biggest Expenses in Retirement

Financial Planning
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Jake Skelhorn
October 23, 2024

7 Steps To Understanding Your Inherited IRA Under the SECURE 2.0 Act

Financial Planning
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Jake Skelhorn
October 9, 2024

I'm 59 years old with $900K. Can I Afford to Retire NOW? (Single Client Case Study)

Financial Planning
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Jake Skelhorn
September 11, 2024

How Much Do You ACTUALLY Need to Retire Comfortably? Exploring The $1.46 Million Question

Financial Planning
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Jake Skelhorn
September 6, 2024

How to Contribute Up to $84,500 to a Roth Account in 2024: A Step-by-Step Guide

Financial Planning
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Jake Skelhorn
August 28, 2024

Retirement Planning Blunders: 5 Common Mistakes DIYers Make

Financial Planning
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Jake Skelhorn
July 22, 2024

Case Study: "I'm 51 with $800K Invested. When Can I Retire? "

Financial Planning
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Jake Skelhorn
July 12, 2024

7 "What If" Scenarios You MUST Plan for in Retirement

Financial Planning
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Jake Skelhorn
June 28, 2024

Is $1million Enough to Retire at 60? - Case Study

Financial Planning
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Christopher Johns
June 13, 2024

The Two Key Accounts to Build for Early Retirement

Financial Planning
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Jake Skelhorn
May 29, 2024

Three Signs You Might Be Ready to Stop Contributing to Your Retirement Accounts

Financial Planning
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Jake Skelhorn
May 16, 2024

9 Questions to Ask a Financial Advisor (Before Hiring Them)

Financial Planning
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Jake Skelhorn
April 30, 2024

Estate Planning: Key Terms & Issues to Consider

Financial Planning
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Christopher Johns
April 8, 2024

Mastering the Benefits of an HSA: Maximizing Tax Advantages

Financial Planning
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Christopher Johns
March 14, 2024

The March 15th FSA Deadline: Maximizing Your Healthcare Spending

Financial Planning
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Jake Skelhorn
March 12, 2024

You Overcontributed To A Roth IRA. Here’s What To Do Next.

Financial Planning
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Jake Skelhorn
February 23, 2024

Net Unrealized Appreciation: The Nuances of NUA

Financial Planning
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Christopher Johns
February 13, 2024

How a Fee-Only Advisor Can Guide You to Success

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