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.

The purpose of a life insurance policy is to protect and preserve your assets and income in case you or your family suffer a loss (i.e., lose your income, loss. . .

“U.S. government statistics say that over 70% of Americans 65 and older will need long-term care at least once in their lives. Yet, only 33% of us understand and acknowledge. . .

If you know the truth about America’s finances, it should make you mad! Consider that One-fifth of all United States dollars ever printed has entered existence within the past year.. . .

2020 was a year notable for a series of disruptive economic events, dramatic shifts in the way Americans work, and renewed interest in alternative markets, especially those embracing change to. . .

Today 10,000 new baby boomers retire each day. Think about it: Many people don’t get defined pension plans from their employers anymore. If anything, employers have reduced their 401k match,. . .

“Rising unemployment has serious implications, even for those already retired.” Robert Cannon. As the country emerges from COVID-19-related lockdowns, we are beginning to see more of the economic aftermath, particularly. . .

“It’s been over thirty years since Toronto Stock Market launched the first exchange-traded fund (ETF). Since that time, ETFs have gained popularity and are poised to take over the current. . .

May 4, 2024

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“There is only one difference between a long life and a good dinner: that, in the dinner, the sweets come last.” – Robert Lewis Stevenson. We all want our retirement. . .

“Building an expert team to guide you through the often bewildering and frustrating financial landscape is a crucial task if you are a pre-retiree or already retired.”-Eric Coons “Do-it-yourself” retirement. . .

May 4, 2024

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“Making contributions to a traditional or Roth IRA dramatically increases your ability to build a bigger nest egg, especially if your employer matches contributions. You want to take advantage of. . .

View The Best Annuity Rates Available Now

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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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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