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.

April 29, 2020

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If you’re like most people, you are somewhat, if not entirely, burned out on the whole coronavirus situation. It’s understandable given the tsunami of confusing information directed at us over. . .

Through the years, I’ve helped many people plan for retirement. By necessity, many of the conversations revolve around money. How much are your necessary expenses? What are your sources of. . .

As we enter new and dangerous waters, there are many new questions and concerns we’ll need to re-visit. Not only is our health at-risk daily, but so is our livelihood.. . .

March 20, 2020

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Can you time the stock market? Over the years, many systems and many experts have tried to do just that. Some have succeeded, but mostly only for a short period. . .

February 12, 2020

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How safe is your fixed indexed annuity? Should you trust a fixed indexed annuity with your important retirement funds? What happens if an insurance company were to fail?. . .
February 11, 2020

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Could the Millennial Generation’s retirement create the most significant financial drain in taxpayer history? Everyone knows or has heard of the Millennial generation. As of 2019, the Millennial generation surpassed. . .

January 7, 2020

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The SECURE ACT took effect 1/1/2020: Will your family be affected? When it comes to finding new ways to siphon more money out of middle-class taxpayers’ pockets, there is no. . .

December 19, 2019

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“It’s not what you make that counts!” Exhorts friend and mentor Ed Slott in an interview we recently conducted. “It’s what you keep – after taxes!” Ed Slott has a. . .

November 12, 2019

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Learn the benefits and the downside of directing your own IRA Even many of the more sophisticated, adventurous investors among us know little to nothing about Self-Directed IRAs (SDIRAs). These. . .

October 14, 2019

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What is a “Black Swan” event and how could it affect your retirement plans?   “Go ask your portfolio manager for his definition of “risk,” and the odds are that. . .

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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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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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