

The Retirement Mistake Costing Columbus GA Families Thousands
July 31, 2025
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11 minute read
If you’re in your 50s or early 60s and starting to think seriously about retirement, you’re not alone. We meet many families in Columbus who come to us feeling behind or unsure if they’re making the right decisions. They feel unsure, not because they’ve been careless with their planning, but because retirement planning today is more complex than ever.
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What Is a Fiduciary Financial Advisor and Why It Matters
July 15, 2025
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12 minute read
Not all advisors are fiduciaries. Learn how a fiduciary financial advisor in Columbus, GA puts your best interest first, and why it matters for your money.
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3 Things You Should Always Ask a Financial Advisor
July 10, 2025
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12 minute read
Choosing a financial advisor is one of the most important decisions you’ll make when it comes to your long-term financial well-being.
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Why It’s Not Too Late to Start Planning for Retirement at 55
July 07, 2025
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11 minute read
If you’re 55 and feeling behind on retirement, you’re not alone, and you’re definitely not out of time.
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How to Navigate Financial Planning After Divorce
July 03, 2025
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10 minute read
Divorce is one of life’s most emotionally and financially disruptive transitions. Whether it was expected or sudden, navigating the aftermath can feel overwhelming, especially when it comes to rebuilding your financial foundation.
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The Rule of 55: A Retirement Strategy Worth Knowing
May 22, 2025
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13 minute read
More Americans are retiring in their late 50s — some by choice, others by necessity. Whether it’s an early buyout, a career shift, or simply the desire to enjoy more years outside the workforce, early retirement is becoming an increasingly common reality. The challenge? Most traditional retirement strategies assume you’ll wait until at least 59½ to access your retirement savings, and withdrawing early often comes with a 10% penalty. That’s where the federal Rule of 55 comes in.
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