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.

May 4, 2024

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Most 401 (k)s offer investment options such as mutual funds. Investment options in the mutual funds can be stocks or bonds or a combination of both. As we age, providing. . .
May 4, 2024

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There is no magic bullet when it comes to retiring successfully. Hard work, meticulous planning, and years of dedicated wealth-building are the main ingredients needed to facilitate a prosperous, enjoyable. . .

May 4, 2024

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Learning to manage your 401(k) can provide huge benefits The creation of 401 (k) plans was essentially an accidental byproduct of the Revenue Act passed by Congress in 1978. This. . .

May 4, 2024

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A safety net can be important when things go bad Several noted economists and distinguished investors are indicating a bumpy ride ahead for the stock market, not only in America. . .

May 4, 2024

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Section 1035 allows owners of annuities (and life insurance) the opportunity to exchange an older annuity contract for a newer contract that may offer features more in line with current. . .
May 4, 2024

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Do You Think You’re an “A” List, Whale, Big Fish, Top-Tier Client to Your Advisor with the Amount of Funds You Have with Them Now? Over the years, I have. . .

February 16, 2019

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There are numerous options for which plan to select. Listed below are the basics of life insurance and how the benefits of these choices can help provide protection. There are. . .
February 14, 2019

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Annuities » The Stock Market, The Magnificient Twenty and Volatility The theme of the fixed/indexed annuity message is safety and security. There is plenty of research and studies to back. . .
February 13, 2019

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Retirement is a state of mind not of your age “Retirement: It’s nice to get out of the rat race, but you have to learn to get along with less. . .

February 9, 2019

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Steve Kerby, Aloha Oregon, has accepted an invitation to become an “Invited Author” on the financial website, https://annuity.com. Steve joins an elite group of experts who share information about approaching. . .

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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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