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.

July 6, 2021

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Reading Time: 2 minutes Be A Surgeon, Cut The Tax Tumors Out Of Your Retirement Accounts. In 1999, at the age. . .

July 4, 2021

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Reading Time: 3 minutes “Depending on to whom you listen, the recent GameStop “short squeeze” affair will have little to no. . .

July 2, 2021

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Reading Time: < 1 minute According to 2019 census data, 10% of those 65 and older fell below the official poverty. . .

July 1, 2021

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Reading Time: 2 minutes This is the most critical part of retirement. It is not necessarily the amount of money you. . .

July 1, 2021

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Reading Time: 2 minutes Greed and fear are human emotions, and with them can come human mistakes. Fear: an unpleasant emotion. . .

June 30, 2021

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Reading Time: 2 minutes I  remember when our church in Emmett, Idaho, finally was able to retire the mortgage. Our parish. . .

June 29, 2021

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Reading Time: 3 minutes There comes a time in the natural evolution of life that makes sense to look for outside. . .

Reading Time: 3 minutes “In a perfect world, you would enter retirement with your home paid off, $2million in savings, and. . .

June 24, 2021

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Reading Time: 2 minutes In my years as a retirement and income specialist, I have run across more than one person. . .

June 23, 2021

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Most people are just not prepared to deal with the expense and life change a LTC situation would bring. Costs can easily exceed $7,000 a month or more and frankly. . .

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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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