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.

January 10, 2023

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Fees Can Really Cost You When it comes to investing, every little bit counts. And while a small annual fee may not seem like a big deal at the time,. . .

January 9, 2023

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Years ago, I was sitting in my home watching on TV the arrival of a destructive force of nature called Hurricane Harvey in Houston.  As was reported through 24/7 media. . .

January 9, 2023

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What Method Should You Choose to Pay Off Your Debt? “10 percent of the people in this world use debt to get richer. 90% use it to get poorer.” -Warren. . .

January 8, 2023

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A few years ago, the Secure Retirement Institute developed a model designed to drive home an important but often overlooked fact: Inflation is a real danger to those nearing or. . .

January 8, 2023

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“Stay committed to your decisions, but flexible in your approach.”– Tony Robbins One of the most significant pieces of financial legislation enacted in the last 50 years was The Employee. . .

January 5, 2023

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Picking the right color to paint your money may seem like a frivolous task, but when it comes to investing, the wrong color can mean losing out on potential profits.. . .

January 3, 2023

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Break down the types of insurance. It is essential to carefully consider your life insurance needs before selecting a policy. Life insurance can provide financial security for your loved ones. . .

December 22, 2022

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Fixed index annuities (FIAs) are a relative newcomer to the annuity world; the first was developed in 1995. Since that time, though, they have become a popular option for savvy. . .

December 21, 2022

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Retirement is a time of life to look forward to, but understanding the associated tax obligations regarding retirement income can be intimidating. This blog will take you through the basics. . .

December 19, 2022

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Women live longer than men, so an annuity with a lifetime income might make good sense. It hasn’t even been that long ago that women could not vote in America.. . .

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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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