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.

January 7, 2020

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Reading Time: 2 minutes The SECURE ACT took effect 1/1/2020: Will your family be affected? When it comes to finding new. . .

December 19, 2019

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Reading Time: 3 minutes “It’s not what you make that counts!” Exhorts friend and mentor Ed Slott in an interview we. . .

November 12, 2019

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Reading Time: 2 minutes Learn the benefits and the downside of directing your own IRA Even many of the more sophisticated,. . .

October 14, 2019

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Reading Time: 3 minutes What is a “Black Swan” event and how could it affect your retirement plans? “Go ask your. . .

October 8, 2019

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Reading Time: 2 minutes A recent report from the American College illustrates the lack of information and knowledge most Americans have. . .

September 30, 2019

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Reading Time: 2 minutes Let me share something with you that’s been bothering me for many years. I’ve been working in. . .

September 26, 2019

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Reading Time: 3 minutes In 1994, William Bengen published an article in the Journal of Financial Planning. He aimed to present. . .

September 24, 2019

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Reading Time: 2 minutes When the Social Security Administration announced that for 2016, 2017, 2018, there would be NO “cost of. . .

September 24, 2019

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Reading Time: 2 minutes As the man arose, he walked into the kitchen, and as per his usual routine, he glanced. . .

September 10, 2019

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Reading Time: 2 minutes There was a time in the not-so-distant past when the “theory of decreasing responsibility” was a viable. . .

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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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