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 the meeting, Joe asked his advisor if he had enough money to retire. After punching some numbers into his computer system, the advisor told Joe,…

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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 you need to create a solid plan for your future: #1: A trusted financial advisor Your advisor should be a fiduciary, someone who is held…

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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 make sure your designing and building a financial house that will stand for a lifetime? Let’s start with your foundation. A rock-solid foundation provides support…

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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. A strategic and proactive tax plan allows you to potentially pay less and keep more in your pocket to cover expenses in your later years.…

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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 trusted financial advisor. Your financial advisor should be someone you trust to help you develop a written financial plan and assist you with positioning your…

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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 your spouse. When one spouse dies, it can create a significant financial impact for the surviving spouse, particularly if steps have not been taken to…

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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 that spans many pages of paper – making your plan overly complicated and hard to follow. A written financial plan that’s too long and difficult…

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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 a decent rate of return without putting too much of my retirement savings at risk? Your retirement plan should include opportunity for growth while also…

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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 happen? Because they could have reduced their tax bill by converting their traditional IRA to a Roth IRA – but didn’t know it was a…

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