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A Rising Equity Allocation in Retirement

My Annual Portfolio Review for 2025: How close did I get to 60/40 Asset Allocation?

The Boldin Inflation Factors I Use

Boldin is Better - Except for the Name

Updating Plan N vs Plan G P2

Updating Plan N vs Plan G

How Medicare and ACA Costs Add Up in 2025

How Election Results Affect Roth Conversions

Changing My Roth Conversion Plans

Understanding Roth Conversions Key Trade-offs

3 Scenarios for 2024 Roth Conversions

How to Reduce the Tax Bite with Roth Conversions

How to Reduce the Tax Bite with Roth Conversions

Say No to Asset Under Management Fees! #diy #noAUM

Maximizing Social Security Benefits I'm Waiting for 70

The 3 Bucket Strategy for Retirement Investme

3 Keys to My DIY Retirement

Shocking Price Difference for the Same Drug!

Don't Make This Part D Mistake!

Avoid a $1,000 Mistake with Medicare Part D!

Avoid this $1,000 Mistake with Part D

Mail Order May Not Be the Best Option for 2025 #healthinsurance #Medicare #partd

Tour the Medicare gov Plan Finder for 2025!

Surprise! Cigna Saver Premium Drops in 2025!