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.

February 14, 2023

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Just because you retire does not minimize the importance of your credit. How you manage finances during retirement can impact your credit and thus your ability to borrow or increase. . .

February 11, 2023

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As people age, they may find themselves in need of additional financial support. A Home Equity Conversion Mortgage (HECM), the most common type of reverse mortgage, is a type of. . .

February 11, 2023

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There is an old saying about life insurance that describes why a policy is needed. “You buy life insurance because you either love someone or you owe someone.” Life Insurance. . .

February 3, 2023

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Are you a retiree or planning to retire soon and concerned about having your savings last? It’s a valid concern; with increasing life expectancies, many retirees have to find ways. . .

January 26, 2023

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Retirement is a crucial stage of life—not just in terms of finances but also in personal fulfillment and security. However, achieving the retirement lifestyle you’ve always hoped for isn’t easy.. . .

January 20, 2023

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Many people are shocked at how much of their tax-deferred balances will be erased by current taxes when funds are withdrawn, and it is not uncommon for these accounts to. . .

January 20, 2023

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While painful to contemplate, death is nonetheless a fact of life for which we all need to prepare. The death of a spouse brings its unique kind of grief, along. . .

January 20, 2023

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Forced early retirement has become a critical issue in the United States, with far-reaching economic and personal implications for all citizens, particularly lower-income seniors. This blog post will take a. . .

January 20, 2023

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You may have heard of annuities and have a general idea of how they work, but do you know how to find the right annuity for your needs? These products. . .

January 17, 2023

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I hear this question with every prospective client I meet.   Why?  Because they expect to pay an advisor a fee to speak with them, they are used to having fees. . .

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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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