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 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. . .

July 7, 2021

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The Treasury has reiterated the need for “longevity income” for plan participants and outsourcing the responsibility to insurance companies seems like a good fit. Many companies build their portfolio around. . .
July 6, 2021

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As an advisor, I meet with single women quite often.  Whether from divorce or their husband’s passing, I see women come into my office frustrated and fearful. Women have different. . .

July 4, 2021

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“Depending on to whom you listen, the recent GameStop “short squeeze” affair will have little to no impact on long-term investors, or… it will change everything.”-Eric Coons If you saw. . .

July 2, 2021

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According to 2019 census data, 10% of those 65 and older fell below the official poverty measure. However, that number rose to 14.4% by 2020. A big reason for this. . .

July 1, 2021

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This is the most critical part of retirement. It is not necessarily the amount of money you have; it is the amount of income you can get off of it. . .

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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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