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27 Feb

Jeff Poole

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Coronavirus and Past Epidemics

bear market, market timing, markets

Market

21 Feb

Jeff Poole

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Retiring on State Lines with Financial Freedom

retirement, taxes

Reinventing Retirement Blog, Retirement, taxes

07 Feb

Jeff Poole

0

The Stakes are Larger at Retirement

Reinventing Retirement Blog, Retirement

03 Jan

Wealth Analytics

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The SECURE Act: What It Means

401k, Secure Act

Reinventing Retirement Blog, Retirement

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Recent Posts

Coronavirus and Past Epidemics
Retiring on State Lines with Financial Freedom
The Stakes are Larger at Retirement
The SECURE Act: What It Means
The High Cost of Hidden Agendas

Wealth Analytics is a San Diego firm that specializes in retirement planning and serves clients throughout Southern California.

As fee-only fiduciary financial advisors with over 70 years of combined experience, we love helping people transition from working to retirement and happily stay there.

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