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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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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Retirement Dated Funds

Understanding Retirement Dated Funds Retirement dated funds are mutual funds that generally grow more conservative as you get closer to your target retirement date. Unfortunately, that doesn’t mean your money is protected from potential loss if – or when – the stock market drops. For example, in 2008 you could have purchased a retirement dated…

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