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David Adams’ Retire While You Work Blog

David Adams

Portfolio Changes, Inverted Yield Care and more…

Quick update on our investment models after our Investment Committee had detailed Q3 meetings to determine...
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David Adams

Restoring Confidence: After the loss of a spouse the last thing you want to worry about is money.

Over my 20 years in this industry, I’ve had to walk beside clients during the painful...
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David Adams

5 Elements of Retirement Wellness

“Retirement wellness is about more than having enough money. It’s a lifestyle and mindset change that...
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David Adams

Summer 2019 Market Update

For a quick recap, 2018 was the worst year for the major market indices in a...
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David Adams

5 Ways We Lose Wealth From Generation To Generation

After a lifetime of successful earning, it all comes down to the family legacy you’ll leave...
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David Adams

“FOMO” (A Gentlemen’s Guide to Millennial-speak)

If you have been around a teenager or Millennial at all, you may recognize the FOMO...
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David Adams

Caregiving for a Loved One Has Costs Beyond What Most Plan For

I am going to get vulnerable for a few minutes here, and share a subject near...
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Myles Zueger

What’s the Right Amount for an Emergency Fund?

How much money should you have in your emergency fund? Or, as we refer to this...
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Myles Zueger

Traditional IRA vs. Roth IRA – Which makes more sense?

One question we frequently get from clients who are new to investing and retirement saving is...
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Myles Zueger

Should I Rollover the 401k from my past employer?

You have just switched jobs and you are running through the checklist of house cleaning items...
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