Mediate Financial Blog

We help individuals and families work toward achieving their ideal retirements.

Navigating Retirement Challenges in 2024: A Speed Run

As we step into 2024, retirees are (as usual) faced with a landscape that demands careful financial planning and strategic decision-making. Factors such as inflation and two years of stagnation in the S&P 500 index have the potential to significantly…

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A Beginner’s Guide to Financial Advisors & Broker-Dealers

by Christopher E. Mediate It goes without saying that the world of finance can be… complicated. It’s an ecosystem that most casual onlookers don’t want much part in understanding outside of what they might know from watching The Wolf of…

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Budgeting & Saving 101: How to Save

by Christopher E. Mediate So, you’ve established your budget and you now have a strategy on how to maintain one (refer to my blog entry on budgeting if you haven’t yet already: This now puts you in a great…

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The Drawbacks of an Early Retirement

by Christopher E. Mediate Let’s face it, when it comes down to the subject of retirement, there are two mindsets that most people adopt. At one end of the spectrum, there are those who work and have a tough time…

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Budgeting & Saving 101: How to Create a Budget

by Christopher E. Mediate As we so often hear, the best things in life aren’t free. But we really want them to be, don’t we? In a time where visibly looking the part is seemingly more important than actually BEING…

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Taxes After Retirement

by Christopher E. Mediate When you retire, your regular paycheck stops, but unfortunately, your tax obligations do not. And that really stinks – after all, you already ran the race! You played the game, what more do they want? Well,…

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