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.

August 10, 2021

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Beware of bond tents that are disguised to act like an annuity It never ceases to amaze me to what lengths Wall Street will go to with their products to. . .

August 9, 2021

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Using a self-directed IRA to purchase real estate is a little known trick which is vastly unused by the ordinary investor, if only because few ordinary investors would consider themselves. . .
August 6, 2021

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Why should I plan if I don’t ever want to retire? “Many people, especially small business owners and entrepreneurs, say they never want to retire. That’s fine, but that doesn’t. . .

August 5, 2021

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“Warren Buffet once pointed out that when you do the math, it is obvious that inflation is far more destructive to wealth than any tax levied on us by the. . .

August 5, 2021

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“For certain people within 7-10 years of retirement, adding real estate to create passive income makes sense. Just be sure you have a well-thought-out game plan before you wade in.” Eric. . .

August 1, 2021

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When should you, and when should you NOT max out your 401k plan? 401(k)s differ from IRAs in one significant way: 401(k)s allow current workers under 50 to put away. . .

July 30, 2021

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I just couldn’t keep my big mouth closed and gave Harry and Sally the report on their 401 (k) annual expenses being charged to manage their funds. These expenses were. . .
July 27, 2021

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“Many retirees have discovered that downsizing is an expensive decision. Sometimes it makes sense to leave things alone.” If you plan to sell your current home and move to a. . .

July 27, 2021

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Even “temporary” inflation can drain off large amounts of your wealth  “Warren Buffet once pointed out that when you do the math, it is obvious that inflation is far more. . .

July 27, 2021

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“The late ’50s to early ’60s is the perfect time to increase your savings, build out your stake in safe money products, and re-evaluate your portfolio.” Many investors, especially those. . .

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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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