Retirement & Financial Planning


May 03, 2018 The 2 Thieves of Retirement Income

Easy-to-Ignore Considerations that Could Cost You a Lot of Money How much income will you need once you retire? Our clients who are reading this know …

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February 08, 2018 Will I Outlive My Money?

One of the greatest questions older Americans face as they think about retirement is, “What will it cost?” There is no simple answer, but one thing …

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January 24, 2018 Readers Ask Their Questions: Semi-Liquid Investments Available?

Question: What non-stock options are available for a 72-year-old man? I’m retired and sitting on a pretty good amount of funds. I’m looking for …

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January 12, 2018 Baby Boomers are Rewriting Retirement History

Can you remember a time when retirement didn’t exist? It wasn’t that long ago. And we might be heading that way again, because today’s “retirees” …

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December 28, 2017 Readers Ask Their Questions: What Should I do to Prepare to Retire?

Question: I’m about a year from retirement, have $700,000 saved, and am wondering what are some of the things I should do before I officially “hang …

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December 15, 2017 Tax Reform and Your Retirement

With a final version of sweeping tax reform hitting the Senate floor next week, we may likely see the Tax Cuts, and Jobs Act signed before the end of …

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November 10, 2017 3 Factors Affecting Your Money in Retirement

After 25 years of working with people preparing for retirement, do you know what surprises them the most? All the changes. In retirement, most people …

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October 27, 2017 6 Ways to Prepare for an Unexpected Early Retirement

“I’m going to work until I’m 65.” Many of us may feel this way, but the startling truth is this: either due to health issues, downsizing, or the …

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October 13, 2017 3 Retirement Facts You Should Know

Your retirement isn’t something that can be plotted on a straight line. You need to position yourself to withstand the unexpected, while also …

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September 29, 2017 3 Unique Retirement Challenges for Women

If there’s one place men and women should think a bit differently, it’s in the realm of preparing for retirement. That’s because if you’re female, …

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