You Did Everything Right For 40 Years. Here's Why Retirement Still Feels Uncomfortable
By: Andrew Hall Published on: 01/04/2026Every spending decision runs through an anxious calculation: "Will this hurt my portfolio?" Every vacation feels risky. Every gift to children feels like it's stealing from security. They check their account balances compulsively, as if the numbers might suddenly disappear.
The Paycheck Protocol: A Hybrid Approach
By: Andrew Hall Published on: 12/19/2025Learn the CPA-developed framework for coordinating tax moves across all your accounts—before RMDs lock you into higher brackets forever.
The Multi-Account Tax Harvest: How to Coordinate Your 401(k), IRA, and Brokerage for Maximum Tax Savings
By: Andrew Hall Published on: 12/19/2025Learn the CPA-developed framework for coordinating tax moves across all your accounts—before RMDs lock you into higher brackets forever.
The Retiree’s Puzzle: Why Your Pension, Social Security, and Investments Need to Be One Decision, Not Four
By: Andrew Hall Published on: 11/30/2025Your pension, Social Security, and investments need to be one decision, not four. An integrated approach can unlock tens of thousands in additional, tax-optimized income.
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