Don’t Make These Retirement Mistakes

It’s easy to get overwhelmed just thinking about preparing for retirement. With so many variables to consider, it’s hard to know what you should do about developing a strategy for retirement income. If you’re having trouble wrapping your hands around what you should do, you might want to begin by focusing on what you shouldn’t…

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Make Sure You’re Ready To Retire

Americans are living longer than ever before. That’s great news, right? Unfortunately, it also means your retirement savings have to last longer than you might have originally thought. Preparing for a retirement that could last 20, 30, even 40 years, may require you to think differently about how you approach retirement and generating income in…

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What Will Your Retirement Look Like

Do you know how far your savings and 401(k) will take you in retirement? Do you know what you want your retirement to look like? Have you thought about how or if you’ll be able to reconcile the two? If you answered no to any of those questions, you may benefit from our personalized retirement…

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Retirement Income Plans: Not Just For The Wealthy

Setting money aside for retirement isn’t just important; it’s a crucial part of ensuring you’ll be taken care of when you’re no longer working. But saving money without a plan for how you’ll make that money last can cause some headaches and confusion when it comes time to turn your savings into retirement income. Regardless…

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Plan now so you won’t have to later

Having every bit of your future planned out for you may not be your cup of tea, but don’t let that keep you from pursuing a retirement income strategy. Having a plan for your retirement doesn’t necessarily mean you’re setting in stone what the next 30 to 40 years of your life will look like.…

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Saving for retirement — it’s only the beginning

Putting away a consistent amount of money every month is an excellent way to build a retirement nest egg, but did you know that’s not all you need to do? There are a lot of misconceptions out there when it comes to preparing for retirement, and one of them is that the act of simply…

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What Type of Investor Are You?

Each person is unique. We are composed of many variables, such as genetics, family influence, geographic influence and even the birth order among siblings – a veritable combination of the forces of biology and society.1 So when it comes to managing your finances, the debate isn’t about nature versus nurture; it’s both. For example, consider two siblings raised…

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IRS News to Know

As we head into the final quarter of 2017, it’s a good idea to stay cognizant of any tax issues that may affect your finances come April 2018. Now is the time to review your investments and income distribution plans to help ensure you don’t trigger additional taxes or penalties later on.   We can…

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Retirement Plan Fees: Know What You Are Paying

Many large companies offer employees a 401(k) plan with some degree of matching contribution. Although this is a good employee benefit to have, you always should pay attention to the fees involved in your plan. Your plan provider charges various fees to invest, manage and administer the plan, and those fees are passed on to…

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