Wealth Your Way Insights

Wealth Your Way Insights

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Financial Independence Isn’t a Finish Line
Chasing a magic number won’t make you free. Here’s the mindset shift that turns financial independence from a spreadsheet goal into a lived reality.
 • Cosmo P DeStefano
The Santa Story We Never Outgrow
Some stories grow up with us, yet their wonder remains timeless.
 • Cosmo P DeStefano
Finish Strong 2025: Because Money Doesn't Plan Itself
Check your finances, maximize savings, and gift wisely—finish the year with clarity and control.
 • Cosmo P DeStefano
The Hidden History Behind the Market’s 10% Return
Discover how a 1960s experiment transformed investing forever—and why AI is now the new game-changer.
 • Cosmo P DeStefano
You’ve Saved Enough. Now What to Do Next With Your Money?
Most people chase numbers, but the real challenge starts after you’ve saved enough. Learn how to make your money work for life, not just goals.
 • Cosmo P DeStefano
When Price Outruns Value
Markets may soar, but prices can outpace value. Learn how to gauge risk and protect your portfolio before the next correction hits.
 • Cosmo P DeStefano
The 4% Rule Revisited: A New Take on a Retirement Classic
Discover why the classic 4% rule may no longer fit all retirees and how flexible strategies can protect your wealth.
 • Cosmo P DeStefano
Wealth Your Way Insights
Wealth Your Way Insights
Where money, behavior, and freedom converge. Monthly insights from a retired CPA who walked the walk—and now lights the way.
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Wealth Your Way
A Simple Path To Financial Freedom
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