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How to Retire Early [Bryan Hasling quoted in Barron's]

4 tax-planning strategies CFPs love

But your CPA might be hesitant about.

The S&P 500 Is Down — 4 critical areas of a balanced portfolio that are still winning.

And 1 bonus.

The Biggest Myth About Wealthy Investors (and what actually works)

2024 life & business review

An ER visit, some new clients, and a perfect baby boy.

3 things you need to start a new venture

Money is just the first step.

We donated 3,000 diapers

Our little family's first charity drive.

Give more and reduce taxes with a Donor-Advised Fund

Here's when a Donor-Advised Fund makes sense.

Coast FIRE: How the kids are retiring early

Downshift & Coast

Jack is finally here!

8-lbs, 12-oz :)

How these married Financial Planners manage their own finances

Our 3-step monthly process

1-year into the business

A reflection