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 4, 2019

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Currently, there are well over 1,200,000 life insurance agents in the United States. How can you ever decide which one is best for you? Plus there’s all this “fiduciary” stuff. . .

February 4, 2019

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Paycheck to paycheck, what happens when your transmission fails? Concern by many employers that will need to increase their minimum hourly employee compensation is a significant concern. The federal government. . .

February 4, 2019

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Two things have happened that cause great concern for our future medical care. Both costs and health care are in peril. With the advent of the Affordable Care Act (ACA),. . .

February 4, 2019

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Is there any downside for gathering a second opinion? To me, the answer would be to confirm that the first opinion is correct or that we have enough information in. . .

February 4, 2019

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When Planning for Retirement Four Common Mistakes Nearly Everyone Makes You may have been told by a well-meaning parent, friend, or financial advisor that you should “Save at least 10%. . .

February 2, 2019

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The Investment Pyramid For Asset Allocations The idea of an investment pyramid is based on building the foundation (the bottom) the middle (some risk but higher reward) and the top. . .

February 1, 2019

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Is Time still on your side or has it already left you Remember that beautiful song “Time Is On My Side,” it was a huge hit by The Rolling Stones. . .

February 1, 2019

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Learn how to gain the greatest benefit from your IRA If you own an IRA, you are probably aware of how confusing these plans can be. A recent change in. . .

February 1, 2019

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You may be tempted to do it – but do you want to? While you might be able to borrow from a 401(k), that doesn’t mean you should. Yes, we. . .

February 1, 2019

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Options, options, options … Here are many misconceptions about what must be done with a 401(k) when someone leaves a company. Some people think they have to cash out their. . .

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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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