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Monthly Blog

Welcome to monthly blog–your guide to cultivating financial wisdom for every season of life. Rooted in the enduring principles of growth and stewardship, you’ll find current financial news, foundational knowledge, and timeless strategies to help you grow, protect, and enjoy your wealth.

Monthly Blog Posts

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  • Retirement
4 min read

The Latest from the Silver Tsunami: Boomer Retirement Stats

Written by
Marc Henn
Posted on
April 10, 2024
  • Tax
4 min read

Your 2024 Tax Filing Season To-Do List

Written by
Marc Henn
Posted on
March 5, 2024
  • Tax
4 min read

Which Financial Documents Should You Back Up?

Written by
Marc Henn
Posted on
February 20, 2024
  • Retirement
4 min read

Finance Tips and Hidden Costs For Snowbirds

Written by
Marc Henn
Posted on
January 24, 2024
  • General
4 min read

How is Inflation Calculated?

Written by
Marc Henn
Posted on
January 9, 2024
  • Family, Holidays, Retirement
5 min read

Wintering 101: Your Guide to Seasonal Living

Written by
Marc Henn
Posted on
November 8, 2023
  • Family, Retirement
4 min read

What Do Caregivers Need to Know About Retiring Early?

Written by
Marc Henn
Posted on
October 9, 2023
  • Retirement, Tax
4 min read

Understanding Social Security Benefit Taxation

Written by
Marc Henn
Posted on
September 18, 2023
  • Retirement
4 min read

Why Many Americans Retire Earlier Than Planned

Written by
Marc Henn
Posted on
August 21, 2023