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 21, 2023

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Are you a retiree or pre-retiree looking for a retirement strategy with a guaranteed income stream? Fixed-indexed annuities may be the right choice for you. These annuities offer retirees and. . .

February 21, 2023

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American workers have seen their retirement savings plummet during the pandemic, and many are now turning to annuities as a safe haven for their hard-earned money. Fixed annuities hit a. . .

February 21, 2023

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Managing Stealth Retirement Expenses Take a look at some potential financial surprises in retirement – and how you can prepare for them. In 2020, the Society of Actuaries surveyed retirees,. . .

February 21, 2023

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While this may appear on the surface as a partisan political article, it truly is not. What I say about our politicians, regardless of party affiliation, is this: Once elected,. . .

February 20, 2023

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Becoming financially savvy is key to living a comfortable retirement, so let’s explore how soon to make the most of your money! Money experts agree that certain consumer fees can. . .

February 20, 2023

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Estate planning is organizing and managing your assets to ensure their proper distribution after death or incapacitation. It can be daunting, but it’s necessary for financial and legal protection. In. . .

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. . .

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Annuities are a safe and reliable investment. They can transform your savings into a more predictable income. Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

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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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