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Early RetirementEarly Retirement LifestyleFinancial PlanningHealth Care MarketplaceHealth InsuranceInvestment PrinciplesRetire EarlyRetirementTax Planning

Early Retirement Case Study: Is $2.9M Enough at 62?

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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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Early RetirementEarly Retirement LifestyleEconomyHealth InsuranceHealthcareInvesting During RetirementInvesting PrinciplesRetire EarlyRetirement

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

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Early RetirementFinancial PlanningHealth InsuranceInvesting During RetirementInvesting PrinciplesRetire EarlyRetirementTax Planning

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 RetirementEarly Retirement LifestyleFinancial PlanningHealth InsuranceHealthcareRetire EarlyRetirementTax Planning

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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Articles and Videos

Early RetirementEarly Retirement LifestyleFinancial PlanningHealth Care MarketplaceHealth InsuranceInvestment PrinciplesRetire EarlyRetirementTax Planning
February 28, 2026

Early Retirement Case Study: Is $2.9M Enough at 62?

Early Retirement Case Study: Can You Retire at 62 with $2.9 Million? Can a couple in their early 60s retire confidently with $2.9 million saved? In this detailed early retirement…
Mark Whitaker
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401(k)Early RetirementEarly Retirement LifestyleEconomyFinancial PlanningRetire EarlyRetirementTax Planning
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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Early RetirementEarly Retirement LifestyleEconomyFinancial PlanningInvesting During RetirementInvesting PrinciplesRetire EarlyRetirement
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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Early RetirementEarly Retirement LifestyleEconomyHealth InsuranceHealthcareInvesting During RetirementInvesting PrinciplesRetire EarlyRetirement
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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Early RetirementFinancial PlanningHealth InsuranceInvesting During RetirementInvesting PrinciplesRetire EarlyRetirementTax Planning
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 RetirementEarly Retirement LifestyleFinancial PlanningHealth InsuranceHealthcareRetire EarlyRetirementTax 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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