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Keeping Your Informed with Financial News and Tips

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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