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.

January 16, 2019

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The IRS Wants Control Over Your IRA Location The IRS wants as much control over your IRA as possible: New rules tighten the grip. In the past, if you were. . .

January 11, 2019

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Should auld acquaintances be forgot, And never brought to mind? And never brought to mind, as some stock and bond market investors would prefer?  Certain trends that began last year. . .

January 10, 2019

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Can Private Pensions Be The Answer to Failing Corporate Pensions? David March had worked for a trucking company in Ohio for 33 years. He and his wife Sarah had saved. . .

December 17, 2018

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For years, an income gender gap has existed between males and females. Despite enormous efforts and great successes, the income gap is causing retirement planning for women to be a. . .

December 17, 2018

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An annuity can provide many benefits an IRA can not The Federal Budget needs money, and spending will not go down, the deficit will increase. The federal government must find. . .

December 15, 2018

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How safe is YOUR wallet? Are you protecting yourself from the banks’ “worst practices?” So widespread and commonplace is 21st-century banking fraud that recent money laundering allegations leveled against Danske. . .

November 19, 2018

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Seemingly insignificant charges in retirement plans can add up!   So much fine print goes unread. Few people realize how significantly 401(k) account fees can impact their retirement savings efforts.. . .

November 2, 2018

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5 reasons women should consider using annuities to create more prosperous, less stressful retirements If you’re a woman in or near retirement, let me ask you this: “How do plan. . .

October 17, 2018

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I had a conversation with a client the other day, we had been discussing a particular fixed indexed annuity, and his concerns were that he wanted to wait to see. . .

November 7, 2023

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U.S. stocks closed sharply lower Wednesday as the Dow Jones Industrial Average sank more than 800 points and the Standard & Poor’s Stock Index 500 had its worst day since. . .

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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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