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.

September 10, 2019

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There was a time in the not-so-distant past when the “theory of decreasing responsibility” was a viable way of determining how to plan one’s retirement. This theory, which formed the. . .

August 29, 2019

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Most of our Veterans and their widows are unaware of all the benefits that are available to them through the Veterans Administration. Nearly two million Veterans or their widows are. . .

August 19, 2019

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If your Required Minimum Distribution is not managed properly you may be exposed to additional tax liability. Determined by the fair market value of qualified retirement accounts, a Required Minimum. . .

August 15, 2019

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Journalist Jane Bryant Quinn wryly observed that “The shortest period lies between the minute you put some money away for a rainy day and the unexpected arrival of rain.” Most. . .

August 14, 2019

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Learn the miracle of compound interest and harvest the benefits! We’re just past the halfway point in the year, and around this time of year I often get asked: “Casey,. . .

August 12, 2019

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Have you delayed retirement because the obligation to raise and educate your children stayed way too long, long after college? Don’t feel alone, and many Baby Boomers are experiencing precisely. . .

August 7, 2019

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Volatility in the stock market again is back, and it might be a warning shot. More people are waking up wondering could this be the Big Correction everybody’s been worried. . .

August 1, 2019

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No single retirement plan works for everyone. Your plan should be customized – shaped by your own goals, your comfort with risk, how long you have until retirement and how. . .
June 21, 2019

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As with all things, no one will know that you are unhappy unless you say something. While this may sound like an impossibly daunting task, tactfully voicing your complaints and. . .
June 15, 2019

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Try to save something while your salary is small; it’s impossible to save after you begin to earn more. –Jack Benny At one time or another, every one of us. . .

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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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