O3B Tax Planning: Make the Most of the New Tax Law
Smart Strategies for Retirees and Pre-Retirees Whether you’re in your peak earning years before retirement or living on a fixed income afterward, taxes remain a [...]
OBBB Tax Planning: Understanding this New Bill and Its Impact
What are the potential implications of the "One Big Beautiful Bill" on your taxes. In this webinar, Len Hayduchok, CFP®️, CEO, and Shane Scott, financial [...]
How to Live Fully, Love Deeply, and Use Your Money with Purpose in Retirement
So, you made it. You’re retired. Maybe you’re near the water, in the mountains, in a quiet rural town, or close to family in the [...]
Understanding the Distinctions Between Standard of Living, Lifestyle, and Quality of Life
We all want to live nice lives, heck, more than nice. We all have a vision of what a “great life” would look like for us. It might have a splash of luxury, or a deep sense of comfort. It might [...]
Economic Contraction, The Rolling Recession Since June 2022 and the Path Forward
Economic Contraction The U.S. economy contracted at an annualized rate of 0.3% in the first quarter of 2025 (1) (preliminary data release on 4/30/25), marking [...]
Valentines: A Springboard into MORE
Valentine’s Day is a special day to touch some of the most meaningful people in a retiree's life – those with whom they share their [...]
Retirement is the beginning of the open highway…. (podcast episode)
“Retirement is not the end of the road. It is the beginning of the open highway.” Len Hayduchok, CFP®, is the CEO of Dedicated [...]
Financial Personalities
Learning to leverage your strengths and weaknesses The way you view and handle your money is tied to your financial personality. Understand yourself better to [...]
Oct. 24th, 2024 – Weekly Market Review
1. Recent U.S. economic data has been more positive than expected. In September 2024, the U.S. economy added 254,000 jobs, significantly exceeding predictions. This strong job [...]
