Retirement Planning

Retirement planning is figuring out how much money you will need to have saved up when you retire so that you can live comfortably. It involves estimating how long you will live and how much money you will need each year to cover your expenses.

Learn more about retirement planning from our financial advisors below.

October 26, 2021

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The amount of Social Security benefits generally depends on a worker’s lifetime earnings. The Social Security Administration uses this earnings record to calculate the PIA and to determine the dollar. . .
October 26, 2021

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Reading Time: 3 minutes The idea of a 401(k) created by Congress was and is a beautiful idea.  What is not. . .

October 26, 2021

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Reading Time: 3 minutes The government version of a 401(k) makes sense. A Thrift Savings Plan or TSP is a retirement. . .

October 25, 2021

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If you are considering the purchase or if you already own a variable annuity make certain you fully understand how they work. Annuities can be a good decision and they. . .
October 25, 2021

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Reading Time: 2 minutes Cruises, Golden Years sailing into the sunset? How will you spend your Golden Years? Where do you. . .

October 24, 2021

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Reading Time: 2 minutes Successful retirement planning needs a strategic view of options Retirement planning covers a lot of territory and. . .

October 21, 2021

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Reading Time: 4 minutes The importance of observing dental hygiene stretches beyond just a smile. As teeth are one of the. . .

October 21, 2021

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Transparency should be embraced by agents, insurance companies and our consuming public should demand it. Transparency will make us better agents and will make insurance companies better product providers.. . .
October 21, 2021

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Reading Time: 2 minutes A 457 Plan might be a good choice for your retirement planning What Is A 457 Plan?. . .

October 21, 2021

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When you open a retirement savings account (such as an IRA), you have the option of naming a beneficiary. This beneficiary designee stipulates where these assets will go when you. . .

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Annuities are a safe and reliable investment. They can transform your savings into a more predictable income. Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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