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Retiring in the Next 10 Years? 7 Things to Do Now
August 15, 2023

If you’ve reached your fifties, you might be feeling like it’s time to kick retirement planning into high gear. Whether you dream of traveling the world, spending time with family, or pursuing hobbies, taking the following steps can help you achieve your retirement goals in the next decade. Set Clear…

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Retiring in the Next 10 Years? 7 Things to Do Now
July 31, 2023

If you’ve reached your fifties, you might be feeling like it’s time to kick retirement planning into high gear. Whether you dream of traveling the world, spending time with family, or pursuing hobbies, taking the following steps can help you achieve your retirement goals in the next decade. Set Clear…

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5 Steps to a Realistic Retirement Budget
July 10, 2023

We want all of our clients to enjoy their retirement years, and to be able to engage in the travel or hobbies of their choice. But of course, most of us will be doing that on a more limited budget than we enjoyed during our working years. So to create…

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Good News and Not-So-Good News Regarding the Next Social Security COLA
July 6, 2023

While Social Security was never intended to provide anyone’s full retirement income, millions of retirees do rely upon the program as a meaningful supplement and a hedge against inflation. That’s because each year, the Social Security Administration analyzes increases in the overall cost of living, and in most years issues…

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Should You Keep Your Mortgage in Retirement?
June 12, 2023

Many of us dream of living in a paid-off home in retirement. After all, your mortgage payment is probably your largest monthly expense, and eliminating it would mean significantly more room in your budget. But there are also good arguments for keeping your mortgage! If that surprises you, keep reading…

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5 Ways to Save on Your Largest Purchase
June 5, 2023

For many of us, our homes are the largest purchases we ever make. They can also serve as a significant investment of your money, time, and emotional energy. So, it makes sense that we often haggle over the final selling price. But there are other ways you can save money…

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Should You Invest Retirement Funds Into Cryptocurrency?
May 16, 2023

You’ve likely read the sensational headlines about Bitcoin and other cryptocurrencies in recent years. Yes, Bitcoin started trading at 8 cents per coin back in 2010, and quickly rose to an astounding high of $65,000 per coin by 2021. So that might make you wonder whether you’ve missed your chance…

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5 Incorrect Assumptions About Retirement
May 8, 2023

It can be difficult to plan for a period of your life that is very far in the future. After all, almost anything could happen in the meantime! But that’s actually the very reason that you should plan carefully for retirement. Because we can’t always predict all of the variables…

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3 Reasons to Update Your Beneficiaries Now
April 17, 2023

We don’t usually like to think about it, but our assets must go somewhere after we pass away. Setting up a Will is important, but is actually not the most direct way to transfer assets to your intended heirs. Your beneficiary forms, which you fill out when you establish a…

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5 Reasons Millennials Struggle to Save for Retirement
April 11, 2023

Early retirement planning represents a major key to long-term financial success. But whether due to a lack of interest or a lack of ability, many Millennials struggle to put together a retirement plan at this time. This generation faces a number of unique challenges, including… Housing costs are high. Housing…

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