Retirement Planning

Retirement planning is figuring out how much money you will need to have saved up when you retire so that you can live comfortably. It involves estimating how long you will live and how much money you will need each year to cover your expenses.

Learn more about retirement planning from our financial advisors below.

September 26, 2023

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Economic volatility is increasingly shaking Americans’ faith in their retirement plans. The main worry that looms large is the possibility of outlasting their financial resources. This apprehension is most acute. . .

September 25, 2023

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Stunt Performers and Aging Investors: The Paradox of Risk In cinema, finding stunt people over 55 is a rarity. Jackie Chan, the exception to the rule, still performs his own. . .

September 21, 2023

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Understanding Your Way Around Tax-Smart Retirement: A Consumer’s Guide to RMDs and Beyond Let’s face it: Retirement planning is more than just stashing away money for a rainy day. If. . .

September 21, 2023

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Texas’ Best-Kept Retirement Secret The Lower Rio Grande Valley (LRGV), situated in the southernmost tip of Texas, presents a compelling case for those contemplating where to spend their retirement. With. . .

September 21, 2023

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When most people consider retirement locations, they often look towards coastal towns or sunbelt states, overlooking areas that offer a combination of affordability, amenities, and quality of life. One such. . .

September 21, 2023

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How Long-Term Care Insurance Can Save Your Retirement Game Imagine standing on the first tee of a brand-new golf course. The fairways stretch out before you, the greens are untouched,. . .

September 21, 2023

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A Retirement Oasis with Tax Perks and Small-Town Charm When choosing a place for retirement, Katy, Texas, might not be the first location that comes to mind. But for those. . .

September 21, 2023

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Rethinking Retirement: Why 70 Is the New 65 Gone are the days when turning 65 meant you were on the cusp of retirement. For many Americans today, the retirement landscape. . .

September 21, 2023

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Unlock the Power of Life Insurance: Your Guide to Tax-Free Financial Security If you’ve been looking for a financial planning tool to help you secure a stable future, you might. . .

September 20, 2023

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The Three Pillars of Retirement Money Management: Income, Liquidity, and Legacy Before diving into the importance of legacy, let’s briefly touch on how money functions in retirement. There are three. . .

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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