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.

July 26, 2021

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“Seniors leaving the workforce are often taken by surprise when they lose their dental insurance. Out-of-pocket dental expenses can eat away at your retirement nest egg.”   Regardless of your age,. . .

July 26, 2021

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What is the “sequence of returns” risk, and how can it negatively impact your retirement savings? The “sequence of returns risk” or “sequencing risk” refers to the possibility that the. . .

July 24, 2021

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The devastating effects or living too long (the longevity crisis) and not having enough funds to maintain an anticipated quality of retirement is a real concern. LIMRA reports: The average. . .
July 23, 2021

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“My mother is sixty-seven-years old and has saved up a half-million dollars in a bank account earning about 1% interest. Obviously, not a very good interest rate. She wasn’t sure. . .
July 23, 2021

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What is the number one worry for retirees? Not having enough money saved to last them in their golden years. Industry expert Tom Hegna has written extensively about this fear. . .

July 23, 2021

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“Money, like emotions, is something you must control to keep your life on the right track.” – Lyle Boss & Dave Anderson This is a great example of what happens. . .

July 20, 2021

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Making any of these common mistakes could mean you will have to struggle more when you no longer get a paycheck.” The road to a successful, stress-free retirement often has. . .

July 19, 2021

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Since it’s your future, it’s good to know that the companies we recommend can meet their financial obligations and should garner the most trust of all the types of investing.. . .
July 16, 2021

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Who came first, the chicken or the egg? Over the past few years, we’ve seen the ”chicken and egg” cycle continue in the national economy. The Federal Reserve pumps more. . .

July 15, 2021

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“It’s impossible to know if annuity rates will increase. Holding too much cash while waiting for annuities to go up may put you behind the eight ball when the time. . .

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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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