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Retirement Planning Michael Hollis, CFP® Retirement Planning Michael Hollis, CFP®

How Teachers Can Make the Most of Their Pension

If you're a teacher with a pension, it can be a powerful part of your retirement, but it's not the whole story. From understanding your benefit formula and healthcare options to supplementing with savings and navigating new Social Security rules, smart planning is key. Learn how to make the most of your pension and retire with confidence.

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Employer Benefits Michael Hollis, CFP® Employer Benefits Michael Hollis, CFP®

Clients Ask These 3 Benefit Questions

Employer benefits are a vital part of your compensation, potentially worth thousands each year. Our comprehensive guide answers common questions about navigating benefit choices, selecting health plans, and understanding insurance options after leaving a job, plus reveals a crucial question you might be overlooking.

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Retirement Planning, Giving & Charitable Planning Mike Heatwole, CFP®, AWMA® Retirement Planning, Giving & Charitable Planning Mike Heatwole, CFP®, AWMA®

How to Pay Fewer Taxes on Your 401k Withdrawals in Retirement 

When you retire, paying fewer taxes on your 401k withdrawals can help you maximize your savings. By planning and using strategies like Roth conversions, early withdrawals, and charitable giving, you can reduce the tax impact. Explore five ways to minimize taxes on your 401k withdrawals and enjoy more financial freedom in retirement.

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Mike Heatwole, CFP®, AWMA® Mike Heatwole, CFP®, AWMA®

Will I Receive a Stimulus Check?

Wondering if you'll receive a stimulus check? Our article clarifies the eligibility criteria and provides insights into potential future payments to help you stay informed.

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