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How to Avoid an RMD Tax Shock at Age 75: A $2.5 Million Retirement Case Study

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What’s Working in the Markets Right Now: A Retirement Investing Strategy for 2026

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Can You Retire at 60 With $2 Million? Financial Advisor Case Study

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How To Retire Early at 65 With $1.5 Million and Save Thousands in Taxes! A Real Retirement Case Study.

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Early Retirement Before 65: How to Retire on $10,000 Per Month and Pay Under $100 Per Month for Health Insurance

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Retire Early

2025 Market Reality Check: What the Data Says About Tariffs, Bubbles, Gold, and Staying Invested in 2026

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Articles and Videos

February 21, 2026

How to Avoid an RMD Tax Shock at Age 75: A $2.5 Million Retirement Case Study

How to Avoid an RMD Tax Shock at Age 75: A $2.5 Million Retirement Case Study Many retirees fear market crashes. Far fewer prepare for something more predictable —…

Mark Whitaker

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February 14, 2026

What’s Working in the Markets Right Now: A Retirement Investing Strategy for 2026

What’s Working in the Markets Right Now (Retirement Investing Strategy for 2026) If you’re preparing for retirement—or already retired—your investment plan is one of the most critical components of your…

Mark Whitaker

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February 9, 2026

Can You Retire at 60 With $2 Million? Financial Advisor Case Study

Can You Retire at 60 With $2 Million? A Real Retirement Case Study (Advisor Analysis) Introduction: A Financial Advisor’s Perspective on Early Retirement As a financial advisor, one of the…

Mark Whitaker

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January 24, 2026

How To Retire Early at 65 With $1.5 Million and Save Thousands in Taxes! A Real Retirement Case Study.

How To Retire Early at 65 With $1.5 Million and Save Thousands in Taxes! A Real Retirement Case Study. One of the most common retirement questions people ask is simple—but…

Mark Whitaker

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Early Retirement Early Retirement Lifestyle Financial Planning Health Insurance Healthcare Retire Early Retirement Tax Planning

January 17, 2026

Early Retirement Before 65: How to Retire on $10,000 Per Month and Pay Under $100 Per Month for Health Insurance

Early Retirement Before 65: How to Retire on $10,000 Per Month and Pay Under $100 Per Month for Health Insurance Early retirement before the age of 65 is possible, but…

Mark Whitaker

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Retire Early

January 5, 2026

2025 Market Reality Check: What the Data Says About Tariffs, Bubbles, Gold, and Staying Invested in 2026

2025 Market Reality Check: What the Data Says About Tariffs, Bubbles, Gold, and Staying Invested in 2026 Introduction: Headlines vs. Reality in 2025 If you follow financial news in 2025,…

Mark Whitaker

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Retire Early. Retire Well.

Get the expert guidance you need to make a stress-free transition into retirement.

We specialize in helping those who…

Are working towards an early retirement in the next five years

Have recently retired

Services

Ongoing Advice

Hourly Advice

You deserve a confident early retirement

Learn About Us

Articles and Videos

How to Avoid an RMD Tax Shock at Age 75: A $2.5 Million Retirement Case Study

What’s Working in the Markets Right Now: A Retirement Investing Strategy for 2026

Can You Retire at 60 With $2 Million? Financial Advisor Case Study

How To Retire Early at 65 With $1.5 Million and Save Thousands in Taxes! A Real Retirement Case Study.

Early Retirement Before 65: How to Retire on $10,000 Per Month and Pay Under $100 Per Month for Health Insurance

2025 Market Reality Check: What the Data Says About Tariffs, Bubbles, Gold, and Staying Invested in 2026

Articles and Videos

How to Avoid an RMD Tax Shock at Age 75: A $2.5 Million Retirement Case Study

What’s Working in the Markets Right Now: A Retirement Investing Strategy for 2026

Can You Retire at 60 With $2 Million? Financial Advisor Case Study

How To Retire Early at 65 With $1.5 Million and Save Thousands in Taxes! A Real Retirement Case Study.

Early Retirement Before 65: How to Retire on $10,000 Per Month and Pay Under $100 Per Month for Health Insurance

2025 Market Reality Check: What the Data Says About Tariffs, Bubbles, Gold, and Staying Invested in 2026

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