Early Retirement, tax strategy, Spiritual Wealth & Alignment, Holistic Financial Planning David Lundberg, MBA, MSCJ, Founder, Financial Planner Early Retirement, tax strategy, Spiritual Wealth & Alignment, Holistic Financial Planning David Lundberg, MBA, MSCJ, Founder, Financial Planner

How Taxes and Account Types Shape Your Early Retirement: The Hidden Forces Keeping Families Working Longer

A clear, spiritually wealth aligned summary that appears on your blog feed and social previews.

Most families work years longer than necessary because taxes, account types, and early-withdrawal rules are misunderstood. This guide reveals how federal tax brackets, long-term capital gains thresholds, and the right accounts can open the path to retiring earlier; with more clarity, less stress, and deeper peace.

Read More

The Awakened Path to Retiring Earlier, Wealthier & Happier

A conscious, tax-smart approach to financial planning for modern families in NC, AZ, and virtually. Discover how spiritual alignment, early-retirement strategy, and flat-fee fiduciary guidance help you retire earlier, wealthier, and happier. With clarity, conscious alignment and peace. 11/19/2025 David Lundberg MBA MSCJ Financial Planner and Founder

Read More