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Tax Treatment of Annuities
August 13, 2017

Throughout your retirement planning process, you will probably start to talk to friends or relatives who have already experienced this major life change. It’s a good idea to get input from those with experience. But you’ll probably notice something interesting: Each of these people accomplished (or didn’t accomplish, as the…

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Another Way to Protect Your Family
August 7, 2017

Financial security means safety for your loved ones. That’s one of the reasons most people investigate their life insurance options and draft a Last Will and Testament. You want to ensure that your property is passed on to the right people, in the event that something happens to you. However,…

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5 Things to Know About Your 401(k)
July 23, 2017

If you’re currently utilizing a 401(k) fund through your company, you’re making a wise choice. A 401(k) is one of the best retirement planning tools out there. But like any tool, it’s much more helpful if you’re using it correctly. So keep these five rules in mind as you continue…

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Avoid This Costly Financial Mistake
July 17, 2017

As you reach the home stretch of retirement planning, perhaps in your fifties or early sixties, you will probably feel some relief in knowing that you’re almost to your goal. And then, you face yet another obstacle: Your kids are ready for college or graduate school, and the tuition bill…

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One Easy Change Leads to Big Results
July 9, 2017

What’s your retirement dream? Many people want to move to a dream location in retirement, or at least travel frequently. Most have some activities in mind, or want to spend more time with family and friends. But the most common retirement dream is probably something fairly simple. It’s not glamorous…

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An Important Question to Ask About Retirement
July 3, 2017

As you plan for retirement, you will probably ask yourself a question that we hear all the time: “How much money do I need to save?” That’s certainly an important consideration, and setting a savings goal is obviously a large part of retirement planning. But there’s another way to approach…

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One Simple Way to Create a More Secure Future
June 26, 2017

If you’re following our blogs, you’ve learned a lot about saving for your future. For example, you know that gradually increasing your retirement plan contributions each year is a wise move, and you also know that maxing out your contributions helps you to enjoy the full tax advantages available to…

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What You Need to Know About IRAs
June 19, 2017

You haven’t been living under a rock, so you’ve already learned that planning for retirement is one of the most important financial choices you will ever make. But, many people are still confused about their different options regarding retirement planning. You might know that an Individual Retirement Account (IRA) offers…

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Social Security: Will Everything Go According to Plan?
June 11, 2017

As we always remind our clients, Social Security was only meant to be a supplement to your retirement income. You can’t completely rely upon it to fund your retirement. Having said that, you do need to know what you can expect from the program, and of course you need to…

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9 Steps to Take Before the End of Your Career
June 8, 2017

Once you enter your 50s, you might feel as though you’ve entered the home stretch of your career. Sure, you’re probably going to work another ten years or so, but often by this age the difficult career-building steps are behind you. You’ve gained experience in your field, you’re comfortable, and…

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