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.

March 15, 2022

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There are two kinds of retirees, those reliant on income/distributions from their IRA and those who are not. Which camp you fall into depends largely on your other sources of. . .

March 15, 2022

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This is a story that most of us have heard before. Previously when you retired from your long-time employer, you received the “wristwatch “and your pension. Your pension plan was. . .

March 9, 2022

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“If you want to create a lifetime income stream from your fixed index annuity you can either take a lump sum payment or turn it into a series of payments. . .

March 9, 2022

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“Digital money is already here, and it’s prolific. According to the Harvard Business Review, over 97% of money currently in circulation results from online transactions.” Eric Coons You’ve probably noticed. . .

February 23, 2022

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“To paraphrase John Cougar Mellencamp, businesses can go on “long after the thrill is gone.” If you are a small business owner, do you recognize the signs it’s time to. . .

February 18, 2022

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“A “joint and survivor” annuity may provide greater peace of mind for couples over 65.  You will need to do some research before you purchase, however.”  Joe Edgeworth As you. . .

February 17, 2022

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“Between 1992-2012, an area of ranch and farmland the size of the state of New York went out of production. One of the reasons was a lack of retirement and. . .

February 15, 2022

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In the 2009-2010 NFC Championship Game, the Minnesota Vikings and the New Orleans Saints were tied 28-28 late in the fourth quarter, with the Vikings close to field goal range.. . .

February 9, 2022

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“Many self-employed and career women are concerned about their retirement plans. However, there appears to be a profound disconnect between concern and action.” Eric Hutter For many women, traditional notions. . .

February 9, 2022

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“Would you get a divorce and leave your money with your ex to manage? If you answered “No!” then you might want to think twice about leaving your 401k with. . .

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Annuities are a safe and reliable retirement product. 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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