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Here's What We Think

Planning An Early Retirement? Here Are 7 Key Considerations You Must Review First Thumbnail

Planning An Early Retirement? Here Are 7 Key Considerations You Must Review First

I work with a lot of young professionals and there is a growing number of people in their 20s and 30s who want to retire early. You may have even heard the acronym FIRE before, Financial Independence Retire Early. Fortunately, it’s easier to work towards early retirement when you set out to do so at 20 vs 45 but there are also a lot of important considerations, and it takes some serious planning to pull this off successfully. ✔️

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Financial Planning: Are you more driven by short term cost or long term value? Thumbnail

Financial Planning: Are you more driven by short term cost or long term value?

There's a difference between HOPING that you will become financially independent and doing what it takes to get there. In my experience in working with my personal CPA and estate attorney, I've come to realize that cost is only a factor in the absence of value. In those relationships, where I'm the client, if I feel I'm getting the value that I want, I am HAPPY to pay these professionals their keep. They are doing work I can't do, don't want to do, and are going above and beyond to take care of me? Yup, I'm a happy camper.

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