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The recently implemented SECURE Act can be confusing to understand. With my free eBook and customized advisory services, I can help you navigate how the SECURE Act may impact your financial strategy moving forward.
Read moreLearn how to prepare for retirement and navigate your Social Security benefits.
Read morePreparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
Read moreFIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
Read moreRetirement is the final chapter to solidify your life’s success. How that looks, though, is entirely up to you.
Read moreOur definition of retirement is the financial freedom to move into the next chapter of your life, and that next chapter is different for everyone. It’s not uncommon for couples to not see eye-to-eye on retirement.
Read moreThe 401(k) provides a tax-deferred way for employees to set aside wages for retirement. The diverted funds grow tax-free in that account until the employee retires. Funds in a 401(k) account are able to grow tax-free. Because growth is not disturbed by capital gains taxes, accounts are able to grow faster than a standard individual account.
Read moreThere are so many factors to consider, questions to answer, scenarios to prepare for, that it can all seem very overwhelming. To make things manageable, though, let’s start off with a dream.
Read moreFinancial weight of health care can start off with small steps. Those who are unprepared can, unfortunately, find themselves sliding into practices where they are not taking care of themselves in retirement.
Read moreAlmost everyone will have a moment where change will rock the typical steadiness of your life. The trick of it all is to stay focused on the long-term vision of the life you’re trying to create.
Read moreSocial Security can be complicated to navigate at times, but since it’s so vital to your retirement income plan, it’s important to make wise decisions and create strategies first.
Read moreJust as you would plan for the financial elements of your retirement, it’s equally important to plan how you will live out your retirement years.
Read moreThe key to being as efficient as possible about how much one pays in taxes requires careful consideration of the big picture. At the end of the day, SOME form of income tax will be paid, either when it is received upon earning, or when it is withdrawn from a qualified plan “down the road” in retirement.
Read moreYou need your money to be ready to work for you and one of the best ways to ensure this is by utilizing three types, or buckets, of savings.
Read moreApproaching retirement can sometimes be as overwhelming and nerve-wracking as the transition into your Golden Years. You may start reflecting on what you’ve accomplished thus far in life and what you envision still achieving.
Read moreMany people are living longer, in greater physical health, however, there has also been a growing impediment to that independence – dementia.
Read moreWhen planning for retirement, you need to look at multiple sources of income and be sure that some of the income sources are tax-free.
Read moreTarget date funds may help encourage employees to participate in their company’s 401(k), but it’s important to understand how they work before choosing your 401(k)’s investment lineup.
Read moreBuilding a Financial Plan that can withstand the risks of life is complicated.
Read moreWe tend to have some idea of what we dream retirement to be. The problem is, there are factors that can contribute to turning our dreamy retirement into a complete nightmare.
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