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5 Estate Planning Mistakes to Avoid
August 15, 2022

It’s no fun to think about, but we all need to plan for our assets after we pass away. As you prepare for your financial future, consider your estate plan as well. But avoid making these five common mistakes. Placing a bit too much faith in your spouse. You might…

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Watch Out for These Money Wasters in Retirement
August 8, 2022

For many of us, retirement will mean living on a lower monthly income than we’ve earned throughout our careers. That’s why budgeting becomes more important than ever when you retire. As you transition into this new stage of your life, watch out for these ten common money wasters. Buying the…

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Retirees Head Back to Work in the Post-Pandemic Era
July 18, 2022

Once you’ve retired, who would want to go back to work? Actually, quite a few retirees are doing exactly that! For a number of different reasons, about 1.7 million retirees had decided to go back to work as of March 2022. But why? There are a number of reasons that…

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8 Sources of Retirement Income You Need to Know About
July 11, 2022

We have some good news: According to a recent survey by the Employee Benefit Research Institute, 77% of retirees believe they can live comfortably throughout retirement. That’s good news, but what is the source of this confidence? It appears that today’s retirees draw income from a variety of sources, including…

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Is a Recession Looming in the Near Future?
June 20, 2022

Headlines have not reflected cheerful optimism lately, have they? With regard to the economy, many analysts are now predicting a recession that begins in 2023. And the doomsday headlines are everywhere. But is it really so bad? First, what’s driving the speculation of a recession? Basically, analysts look at warning…

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What’s the Net Worth of the Average Retiree?
June 13, 2022

Decades ago, you might never have thought to assess your net worth. But once you reach your sixties, that number can tell you a lot about your retirement readiness. If you’re considering retirement, you might also feel curious about how your own net worth measures against others in their sixties….

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How Do You Truly Get Ahead?
May 16, 2022

No matter how budget-conscious you might be, most of us know that we could be doing a bit (or a lot) better. This is especially true with regard to retirement savings. Unless you’re absolutely maxing out your retirement plan contributions each year, plus looking for other vehicles to prepare for…

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5 Surprises to Watch Out for in Retirement
May 9, 2022

Our goal is always to help clients establish reliable, long-term streams of income that will hopefully last throughout their retirement years. But sometimes fate has other plans. While you can’t control every economic or cultural factor that can alter your retirement plan, anticipating these potential surprises can help you to…

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How to Stretch Your Social Security Income
April 18, 2022

We often remind our readers that Social Security was never meant to fully fund anyone’s retirement, but was intended as a supplement to other retirement income that you establish yourself. Unfortunately, 31 percent of Americans have accumulated zero retirement savings, and many others have inadequate savings. So yes, many people…

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3 Quick Changes You Will Thank Yourself for Making
April 11, 2022

You’ve accumulated a nest egg, paid down debts, and submitted your official notice at work. You’re ready to retire, and everything is all set… Right? Yes, you’re off to a good start. But if you make these three simple changes as you retire, you may thank yourself for the advance…

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