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.

February 18, 2019

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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, annuity.com. Steve joins an elite group of experts who share information about approaching. . .

February 8, 2019

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According to the Washington Post, the average 401k account has around 40% invested in company stock. While this may seem like a safe way to diversify your investments, and express. . .
February 6, 2019

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Nothing is free when it comes to mutual  funds Not long ago, a new potential client said to me, “My mutual fund investments are FREE, there is no fee.” This. . .

February 6, 2019

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Consider health planning when thinking about retirement planning Health Planning For Retirement: Frequently Asked Questions You may think that retirement is a long way off, especially if you’ve recently changed. . .

February 6, 2019

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Customizing your retirement options might be a great idea Coming at the rear end of a long list of requirements and necessities competing for attention, retirement plans for both employer. . .

February 6, 2019

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Does a simple 401(k) make sense for you? This lower-cost, easily administered plans may be appealing in a sluggish economy. What do you know about the SIMPLE 401(k)? Most business. . .

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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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