Dow Jones VS S&P 500
Luke Kroeplin Luke Kroeplin

Dow Jones VS S&P 500

Explore the differences between the Dow Jones and S&P 500, and learn how these indices impact your investment strategy.

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Stocks VS. Bonds
Luke Kroeplin Luke Kroeplin

Stocks VS. Bonds

This blog post delves into the basics of stocks and bonds, explaining their key characteristics, benefits, and risks.

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Mutual Fund vs ETF
Luke Kroeplin Luke Kroeplin

Mutual Fund vs ETF

Understand the key differences between mutual funds and ETFs to make informed decisions about your investment portfolio.

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Education Planning with a 529
Luke Kroeplin Luke Kroeplin

Education Planning with a 529

Learn how to plan for education expenses using a 529 plan, including tax benefits, contribution limits, and savings strategies.

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Discover Pickleball
Luke Kroeplin Luke Kroeplin

Discover Pickleball

Looking for a fun, low-impact sport to stay active in retirement? Try pickleball! Here's a quickstart guide to help you get started.

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Buy Back Time
Luke Kroeplin Luke Kroeplin

Buy Back Time

Tired of chores and errands stealing your precious relaxation time? Discover easy ways to buy back more hours for hobbies, travel, and enjoyment!

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Retirement Planning
Luke Kroeplin Luke Kroeplin

Retirement Planning

Discover essential retirement planning strategies, from saving early to managing income streams, to ensure a secure financial future.

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Advisor Designations
Luke Kroeplin Luke Kroeplin

Advisor Designations

This guide breaks down common financial designations, helping you understand their meanings and choose the right advisor for your financial journey.

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6-12 Months Before Retirement
Luke Kroeplin Luke Kroeplin

6-12 Months Before Retirement

As the final stretch towards retirement unfolds, the anticipation grows, and the need for meticulous planning becomes even more apparent.

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12-18 Months Before Retiring
Luke Kroeplin Luke Kroeplin

12-18 Months Before Retiring

With retirement approaching, now is the time to plan. Here are 5 essential steps to take when you're 12 to 18 months away from the big day.

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Five FAQs About Advisors
Luke Kroeplin Luke Kroeplin

Five FAQs About Advisors

Learn the answers to common questions about financial advisors, their role, and how they can help you achieve your financial goals.

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Who Needs A Financial Advisor?
Luke Kroeplin Luke Kroeplin

Who Needs A Financial Advisor?

Find out who can benefit from a financial advisor and how personalized advice can help you achieve your long-term financial goals

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Secure 2.0 Bullet Points
Luke Kroeplin Luke Kroeplin

Secure 2.0 Bullet Points

Explore key bullet points of the SECURE Act and learn how it impacts retirement savings, tax planning, and beneficiary rules.

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