Insights

Mathew Coyle | Sep 27, 2023

You Heard it From a CFP #73: Save Taxes in Retirement

You Heard it From a CFP®

Mat discusses how the order in which you spend affects both your taxes owed, and your end result. ..

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Mathew Coyle | Sep 11, 2023

You Heard it From a CFP #72: How to Pay for College

You Heard it From a CFP®

Mat gives a general overview of paying and saving for college in episode 72 of “You Heard It.” ..

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Mathew Coyle | Aug 2, 2023

You Heard it From a CFP #71: Moving the Needle

You Heard it From a CFP®

Which takes priority? Saving more money or earning a higher rate of return? ..

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Mathew Coyle | Jul 11, 2023

You Heard it From a CFP #70: Money Myths

You Heard it From a CFP®

In episode 70 Mat discusses money myths that just won’t die...

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Mathew Coyle | Jun 28, 2023

You Heard it From a CFP #69: Know Your Numbers

You Heard it From a CFP®

Do you know your numbers? In episode 69, Mat discusses what you need in retirement savings to generate various levels of income. ..

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Mathew Coyle | Jun 8, 2023

You Heard it From a CFP #68: Divine Dividends

You Heard it From a CFP®

In Episode 68, Mat discusses the mathematical importance of dividends in your portfolio. Always reinvest your dividends when you can!..

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Dan Schroeder | May 9, 2023

You Heard it From a CFP #66: Recession Watch

You Heard it From a CFP®

Are we entering a recession? How do stocks perform in a recession? Mat examines...

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Mathew Coyle | Apr 3, 2023

You Heard it From a CFP #65: Was That the Top?

You Heard it From a CFP®

Have we seen a top in market interest rates? Mat examines what it may mean for your portfolio...

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Chad Rice | Feb 1, 2023

Asset Liability Immunization Strategy (ALIS) Insights 1st Quarter 2023 Outlook

Asset Liability Immunization Strategy

Executive Summary: - Pension discount rates moved higher in 2022, improving funding ratios for a second consecutive year, making a hedging strategy such as ALIS

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Advanced Capital Group | Feb 11, 2022

Medicare Part A

Webinars at The Well®

This will be the first of a 3 part series on Medicare...

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Mathew Coyle | Feb 11, 2022

Personal Finances - Taxes

Webinars at The Well®

The first in our series on Personal Finances where we discuss taxes...

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Mathew Coyle | Feb 11, 2022

Personal Finance - Managing Your Finances

Webinars at The Well®

Part 2 of our ongoing Learning Lab videos. Continuing our understanding of Personal Finance, and today we concentrate on Managing Your Finances...

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