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June 1, 2021

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“There is a massive disconnect between how much money people think they’ll need in retirement and their actual expenses once they no longer work.”   Steve Kerby Retirement marketing tends to. . .

June 1, 2021

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Animals can help us understand how the market dictates movement, up or down. “I have a million dollars in the stock market because if I lose a million dollars, I. . .

May 25, 2021

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“Although deflation is historically a less common occurrence than inflation and tends to be less erosive to retiree wealth, those who still have a few years before retiring should take. . .

You’ve likely heard of the 4% rule. William Bengen came up with it as he tried to answer the two most common questions his clients asked him. Those questions were:. . .

May 24, 2021

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“Conventional financial wisdom says people should only purchase annuities shortly after they retire, around ages 65-75. But, conventional wisdom may not be right for everyone.”- Ed Hochard In general, people. . .

May 24, 2021

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“The main reason for rebalancing a retirement portfolio should be risk management. Other rationales for rebalancing can come with costs, but no guaranteed tangible benefits.” Robert Cannon Retirement and income. . .

Many retirees today purchase cash dividend stocks as another source of income during their retirement.  While there are several positive attributes of cash dividends, they all carry a risk….and uncontrollable. . .

Everyone wants a stress-free retirement, but so many retirees are constantly worried about their financial wellbeing. How do you overcome the stress of establishing a safe retirement plan? Many are. . .

May 11, 2021

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As a child, I loved jigsaw puzzles. When put together correctly, all those colorful pieces made a beautiful picture. The trick is knowing how those pieces went together, and I. . .

May 10, 2021

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In choosing the right place to grow your retirement nest egg, there are a host of financial products available. What are the best options for you and your money? You. . .

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