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Nick Covyeau Nick Covyeau

WARNING: Top 5 Most Expensive Purchases Retirees Often Regret

Before you decide to go out and spend BIG, make sure to do your research and first read about the top five most common regret purchases retirees make.

But more importantly, the impact a major purchase early in retirement can have on your portfolio and overall cash flow.

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Nick Covyeau Nick Covyeau

How Much Can You Afford to Spend in Retirement?


There are so many differing methods out there telling you how much you need to save for retirement and how much you safely afford to spend. But which one is right?

In this blog post, we’ll explore many of these methods, debunk them, and show you a better alternative to ensuring you don’t run out of money.

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Nick Covyeau Nick Covyeau

What is Roth Conversion? And Does it Apply to You This Year?

Is your 401k a ticking tax time bomb? While your 401k may have a ton of great tax benefits today, what most people do not realize is that Uncle Sam has been patiently waiting to collect all those taxes when you retire. Learn more about ways to reduce your lifetime tax bill.

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Nick Covyeau Nick Covyeau

Introducing Swell Financial, Inc.

Founded in November of 2021, Swell Financial was built around the idea that smaller is better when it comes to being able to provide real value to clients and that …

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