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Archive

Dive into a collection of past posts and rediscover timeless content.
🏡 Securing a Better Mortgage Rate

Sep 9, 2025

•

7 min read

🏡 Securing a Better Mortgage Rate

as rates decline

Jason Phillips
Michael Wight
Trajan King
Jason Phillips, +2
🏦 Medicare IRMAA mechanics

Sep 2, 2025

•

6 min read

🏦 Medicare IRMAA mechanics

and money moves to know

Michael Wight
Jason Phillips
Trajan King
Michael Wight, +2
👴 Managing sequence-of-returns risk

Aug 26, 2025

•

7 min read

👴 Managing sequence-of-returns risk

in retirement

Michael Wight
Jason Phillips
Trajan King
Michael Wight, +2
👦 Retirement planning with no kids

Aug 19, 2025

•

4 min read

👦 Retirement planning with no kids

how it differs

Michael Wight
Jason Phillips
Trajan King
Michael Wight, +2
💵 Crypto and alternative assets in 401(k)s

Aug 12, 2025

•

7 min read

💵 Crypto and alternative assets in 401(k)s

what retirees should know

Michael Wight
Jason Phillips
Trajan King
Michael Wight, +2
🏠 Home negotiation tips

Aug 5, 2025

•

5 min read

🏠 Home negotiation tips

and no more checks for Social Security

Michael Wight
Jason Phillips
Trajan King
Michael Wight, +2
🇺🇸 Worst US states to retire in

Jul 29, 2025

•

6 min read

🇺🇸 Worst US states to retire in

and why

Michael Wight
Jason Phillips
Trajan King
Michael Wight, +2
🏃‍♂️ Retirees are running away

Jul 22, 2025

•

6 min read

🏃‍♂️ Retirees are running away

from these US states

Michael Wight
Trajan King
Jason Phillips
Michael Wight, +2
💴 Minimize tax burden in retirement

Jul 15, 2025

•

4 min read

💴 Minimize tax burden in retirement

as per UBS

Michael Wight
Jason Phillips
Trajan King
Michael Wight, +2
🖊 2026 budget

Jul 8, 2025

•

4 min read

🖊 2026 budget

what it means for you

Michael Wight
Jason Phillips
Trajan King
Michael Wight, +2
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