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As we approach our retirement years, most of us feel a bit of anxiety. That’s a completely normal way to feel before such a major change in lifestyle and financial status. But right now, with so much of the economy and society in general experiencing so many changes, you might…
It’s that time of year again! Most of us dread having to gather the necessary paperwork and file our income tax returns, but for some there is a nice surprise waiting at the end. It is possible you will receive a sizable tax refund. It’s tempting to blow the whole…
With retirement planning, we often see clients focus on the financial aspect. And that’s certainly understandable! But let’s shift gears for a few minutes, and talk about what you will do to make this time in your life fulfilling. Everyone’s retirement dream is different, but the following eight suggestions are…
With lifespans growing longer, many of us will enjoy a longer retirement. But we must all worry about the longevity of our retirement savings, too. Will your savings last for the rest of your life? And are there ways to strategize both your withdrawals and spending to hopefully make that…
For most of us, focusing on budgeting and saving can feel like a drag. Budgets feel restrictive and take all the fun out of spending your hard-earned paychecks. Unfortunately, the lack of excitement most of us feel toward financial planning also leads to a lack of preparation and savings for…
Once you hit age 50, you hopefully feel as though you’re on the path to a solid retirement plan… But are you? This quick check-up can help you assess your financial future and demonstrate any changes you might need to make. How is your debt load? Are you on track…
Ask anyone how the pandemic has changed their life, and you will likely hear a long list of complaints about the negative impacts. Yes, most of us can count a number of ways that the situation has changed our lives in unfortunate or disappointing ways. But as it turns out,…
Sometimes the unexpected events of life can throw our plans out of balance. Maybe you had once hoped to reach a certain retirement savings goal at a certain age, and now you realize that you’re falling short of that goal? Don’t give up on your retirement dreams. These six strategies…
We often focus on retirement planning within our blogs. Those in their thirties might think of retirement or financial planning as something that only older people think about. But now that you’ve established a career, it’s your turn! You’re making some money; now it’s time to manage it wisely. These…
You might already be aware that the pandemic prompted something called the Great Resignation. Millions of American workers packed up and bid farewell to their employers in response to numerous changes that occurred over the past year and a half. But did you realize that many of those resigned workers…
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