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They sure don’t make them like they used to.

In A Wealth of Wisdom, Nick outlines the challenges facing today's retirees, and busts myths from past retirement strategies. Most importantly, he explains why previous retirement advice doesn't work in today's financial reality and what a person can do to build a modern financial plan. He addresses: social security, Medicare and Medicaid, planning for income, tax efficiency, and market volatility.

About the Author

Nick Davis, ChFC®, RICP®


Nick is an industry leader with a desire to educate and empower future retirees. He is a regular contributor to several financial publications and hosts the Money Master Podcast with is wife Connie.

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Additional Resources

2022 Important Numbers Chart

2022 Important Numbers Chart

Master List of Goals

Use this tool to discover and prioritize your goals.

Retirement Spending Sheet

This Interactive Sheet Can Help Organize Spending Before & After Retirement.

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