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.

December 1, 2020

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We watch TV, read the news, and use social media to keep informed, but doesn’t it always seem like terrible things are happening elsewhere? Three things happened to me recently. . .

November 22, 2020

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“Dollars saved 20 years ago have lost nearly HALF of their purchasing power. Such inflation poses a serious threat to seniors entering retirement, as well as those already in retirement.”. . .

November 20, 2020

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“Most people do not know that a Health Saving Account can be used after your working time to help offset medical expenses that Medicare does not pay, this can be. . .

November 20, 2020

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Can you depend on company dividends for your retirement income? The definition of a dividend is payments made by a corporation or organization such as a mutual life insurance company. . .

Are you a woman who tosses and turns at night, worrying about money? Insurer Allianz surveyed women in 2019 found that 67% of female survey respondents reported worrying about their. . .

“If you are preparing to purchase an annuity, you will need to decide when you want your stream of periodic payments to begin. The time when the income stream turns. . .

If you have been looking for a financial advisor or retirement and income specialist recently, you may have run across the term “fiduciary.” Fiduciary rules have been in the news. . .

September 25, 2020

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There are few things we can control in life; we cannot control tax increases, inflation, crashes in the market, or unexpected health crises.   You can control how you plan. . .

September 21, 2020

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In September 2020, the Federal Reserve ended its two-day policy meeting by announcing its intention of keeping interest rates at their current all-time lows until 2023. Since 70% of the. . .

There’s a gremlin nibbling away at your wealth as fast you can accumulate it. It’s a real threat operating under a rather benign-sounding name, “opportunity cost.” Opportunity cost is a. . .

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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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