Can I Retire?

Will You Be Able to Retire When the Time Comes? Our team recently met with a man we’ll call Joe, who told us about going to his financial advisor. During…

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3 Things to Retire

3 Things You Need for a Successful Retirement What does a successful retirement mean to you? While everyone’s definition of a successful retirement is different, there are three key things…

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Financial House

Designing & Building Your Financial House When we’re young, we start building a financial house that will hopefully serve us well into our 80s and 90s. But how can you…

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Tax Questions

Questions to Ask Now to Potentially Reduce Your Taxes in Retirement When you enter retirement without a specific strategy for addressing taxes, you could end up paying more than necessary.…

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3 Keys to Retirement

3 Keys to Retirement When it comes to retirement planning, you should focus on three key priorities to make sure you create the retirement you deserve: Priority #1: Find a…

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Loss of Spouse

Dealing with the Financial Impact After Losing a Spouse It’s difficult to think about, but an important part of your financial plan includes preparing for what happens if you lose…

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One Page Financial Plan

The One-Page Financial Plan If you’ve met with a financial advisor, you know that many factors go into creating a comprehensive financial plan. You’ve probably also gotten a written plan…

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Don’t Go From Good To Bad

Are you taking too much risk with your retirement money? Many people come to us with questions about investment planning. One question we frequently hear: Is it possible to earn…

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Roth Ira

Should You Consider a Roth Conversion? It seems like every week, we meet with a retiree who paid too much in taxes in the previous tax year. Why did this…

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