Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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Meet the Team

Wrap Up Your Investments with Opulentia
At Opulentia, we know true financial freedom is the best gift of all. We work to make sure you have a complete investment package tailored to you and your family, no matter what curveballs come your way.
Additional Resources

IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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