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Phil's Tax Hacks & Other Retirement Facts

Finance, tax, and retirement guidance from Phil Putney, CPA/PFS.

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Everything else from the blog, newest first, page 3 of 3.

How Your Risk Tolerance Plays Into the Financial Planning Process

In order to build a financial plan that’s customized to your goals, it requires assessing a wide range of factors. Maybe one of the most important for determining your investment strategy is how well you handle risk.

January 1, 2022

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