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 15, 2021

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I can remember the first company I worked for, a national airline. It was 1966, and I was a freshman in college. I loaded airplanes with bags, handled air freight,. . .

July 15, 2021

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“If people would look carefully at their advisor recommended portfolio, they probably would find they are being charged an advisory fee by their advisor and then learn they are paying. . .

July 13, 2021

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“It’s not “if,” but when…” According to the National Bureau of Economic Research, as of July 1, 2019, the U.S. is officially in its longest expansion ever. For over 120. . .

July 12, 2021

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Fees. It just sounds like a dirty word, doesn’t it? No one likes paying fees. I certainly do not. But is it crazy to think we pay fees all of. . .

July 11, 2021

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Make Sure You Understand the True Costs No one wants to think or talk about divorce, but the reality is that it does happen. Many people who plan to get. . .

July 10, 2021

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Should your important money be an investment or should it be a deposit? How do you know the difference and how do you decide what is best for you? What. . .
July 10, 2021

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I recently finished reading a book called ‘The Checklist Manifesto.’ It’s a fascinating book written by a surgeon who was struck by the idea that something as simple as a. . .

July 8, 2021

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“Sequence of returns risk is likely to impact your retirement savings for as long as you live. There are, however, several useful techniques you can employ that might minimize the. . .

July 7, 2021

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Because of the accumulation benefits of tax deferral, many individuals have successfully created substantial IRA or 401(K) accounts or other qualified plans. It is not uncommon for these accounts to. . .

July 7, 2021

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“A true annuity specialist is someone who helps you decide the safe money decision that feels right to you, even if that decision is to purchase nothing at all.”- Ed. . .

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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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