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The new year has arrived, and many of you probably made some resolutions to accomplish certain changes in your life. As your financial advisors, we of course hope that you considered your finances when planning for those changes. Whether you know your situation needs a bit of work, or you’re…
Once you retire, you will be living on a combination of income-generating vehicles that you established throughout your career. For example, you might receive income from Social Security, retirement plan distributions, an annuity, or other investments. In many cases that can mean that your annual income is relatively fixed. Hopefully,…
One of the first things we like to ask our clients is, “How do you picture your retirement?” After all, the first step to making an income plan is to establish your lifestyle expectations. Some people have decided upon a very specific vision for their future. On the other hand,…
Are you funding a traditional retirement account? Are you contributing the maximum allowable amounts each year, in order to best prepare for your future while reaping important tax benefits? If so, congratulations! You’re making a responsible decision, and you will no doubt thank yourself for it one day. Now we…
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