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Blog

Retirement Plan FAQs
Jeremy Joiner | Feb 17, 2025

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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A crate overflowing with a harvest of vegetables.
Jeremy Joiner | Feb 10, 2025

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Lifestyle

What financial habits have helped you most in life?

Which ones have held you back?

No matter how you answer those questions, your money habits have a lot to do

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Informed Donating
Jeremy Joiner | Feb 3, 2025

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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Two people working at a table in an office using a calculator.
Jeremy Joiner | Jan 27, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate

What does it take to minimize your tax bill, not just this year but in the years to come?

The answer varies for each individual. Tax optimization strategies

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Personal Finance Mistakes to Avoid
Jeremy Joiner | Jan 20, 2025

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Retiring Abroad
Jeremy Joiner | Jan 13, 2025

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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A person walking on stone steps on an outdoor pond.
Jeremy Joiner | Jan 6, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

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Debt and Retirement Can You Handle Both?
Michael Wellings | Dec 30, 2024

Debt and Retirement Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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A business person in an open office working on a laptop.
Jeremy Joiner | Dec 23, 2024

How Hindsight Bias Hurts Investors

Investments

How many of your financial choices are based purely on logic?

It could be fewer than you think.

That’s because most of us make money decisions with our emotions

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Creating an Investment Philosophy
Jeremy Joiner | Dec 16, 2024

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Jeremy Joiner | Dec 9, 2024

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Retirement

When are you going to retire?

How did you make that decision?

Many of us look at finances and health when we’re deciding when to retire.

Whether or not we realize

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5 Year-End Tax Planning Opportunities
Jeremy Joiner | Dec 2, 2024

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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As we like to say, “Setting Life Goals Is Your Challenge…Helping Secure Them Is Ours.” With our Income in Stages, Money to Last™ process, we help you achieve your income and wealth goals and strive to give you the financial peace of mind you deserve.

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Houston, TX 77042

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This website is a publication of Strategic Advisory Services, L.L.C. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto. Information on this web site is directed toward U.S. residents only. Strategic Advisory Services, L.L.C. is an SEC Registered Investment Adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

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