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A Father’s Day Shoutout
Hi everyone, Noah here. Wishing you all a great Father’s Day weekend! A special shout-out to my dad, Norm, for being an incredible father.
Social Security
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Elon vs. Trump: A Very Public Breakup
Noah here—I'm learning to function on no sleep with baby Judah (getting the hang of it, maybe).
roth
Did Putin Agree to a Ceasefire?
Happy Friday! It’s official: I played pickleball outside! It’s making me very excited about this summer.Office announcement: Our team will work remotely from…
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Recession Time! Tracking -2.8% GDP
Happy Friday! After sailing the Bahamas, I've returned to the work groove this week. The trip was awesome, and I had an amazing time with friends and family.
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Should I do a Roth conversion in 2026?
As a Spokane financial advisor, I frequently ask clients entering retirement about Roth conversions.
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Meet Jim and Linda - Case Study
Hello everyone! Amy here. I can't believe it's 2025. This past year has been a blur, and our team at Stewardship Concepts is very grateful to you all.
401k-ira
Elon Musk's Side Gig
Hello, everyone. Sorry, this blog post is late. I usually get these out on Friday.
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Meet Dave and Kathy - Case Study
Today's post looks different from past weeks. Today, we are excited to introduce case studies.
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Big Brother Ford Is Listening
The days are getting shorter! My morning pickleball group has to start playing at 6:20 a.m. instead of 6:00 a.m.
401k-ira
AI Boosting Stock Performance
Performance (even in an election year)2nd quarter 2024 continued this year's growth, but only in certain areas, such as large tech and international.
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Avoiding RMD Taxes - Noah Schwab
Thank you to everyone for reading our blog. We've had great feedback and are excited that people are interested in what we say.
401k-ira
National Debt: The Now 8000-pound gorilla.
In today's economic landscape, many challenges confront our nation. One is the weight of our national debt.