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The Talley Perspective
Straightforward thinking on taxes, retirement, investment decisions, and building a financial life that actually works.
Investment Management Articles
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Retirement Planning
Health Insurance If You Retire Before 65: The Bridge to Medicare and the Subsidy Cliff
For a lot of people the real thing standing between them and retiring is not the portfolio. It is health insurance before Medicare kicks in. Here is how that gap works, and why the premium is partly a planning decision.
Tax Planning
What Real Tax Planning Looks Like
Tax planning is not just March paperwork. Real planning coordinates income, investments, Roth conversions, and timing before the tax year is over.
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Short answer-first explainers for retirement, tax, investing, and planning questions.
ExploreRetirement guide
A practical framework for retirement timing, taxes, income, and market risk.
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