Give Me Your Questions...

Another day of Q&A featuring calls about:

  • The wisdom of paying off a mortgage early?

  • Our opinion of Paul Merriman's flexible withdrawal strategy?

  • Would AVGE be better than VT?

  • Taking Social Security early to save funds for a child's inheritance?

  • Firing advisor and moving into active funds as opposed to other balanced funds?

  • Taking a pension now or waiting?

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Dow or Total Market?

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Windfall Planning