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retirement

Are You Retiring Within the Next 5 Years?

Are You Retiring Within the Next 5 Years? What to focus on as the transition approaches You can prepare for the transition years in advance. In doing so, you may be better equipped to manage anything unexpected that may come your way. How much monthly income will you need? Unfortunately, there is no “magic” number...
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Retirement Preparation Mistakes

Retirement Preparation Mistakes Why are they made again and again? Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these big blunders, some classic financial missteps plague many retirees. Calling them “mistakes” may be a bit harsh, as not all of them represent errors in...
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Speed Bumps & Headlines

Speed Bumps & Headlines Focus on your overall approach during times of short-term volatility. As an investor, it can be tempting to get caught up in daily news headlines. Consider how news about the election and COVID-19 vaccines have moved the markets over the past several weeks. But having a financial strategy can help you...
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How Much Money Will You Need for Retirement?

How Much Money Will You Need for Retirement? It depends on your goals, time horizon, and risk tolerance. “Will I outlive my retirement money?” That’s one of the top fears for people who are starting to prepare for their retirement years. So I have to chuckle a bit when I see headlines that say, “Here’s...
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Before You Claim Social Security

Before You Claim Social Security A few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first. How...
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Reducing the Risk of Outliving Your Money

Reducing the Risk of Outliving Your Money What steps might help you sustain and grow your retirement savings? “What is your greatest retirement fear?” If you ask any group of retirees and pre-retirees this question, “outliving my money” will likely be one of the top answers. In fact, 51% of investors surveyed for a 2019...
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Understanding Long-Term Care

Understanding Long-Term Care The important question: Are you prepared?   Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health and Human Services estimates that 69% of people over age 65 can expect to need extended...
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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List A way to help you prepare. The baby boomers redefined everything they touched, from music to marriage to parenting and even what “old” means – 60 is the new 50! Longer, healthier living, however, can put greater stress on the sustainability of retirement assets. There is...
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Eight Mistakes That Can Upend Your Retirement

Avoid these situations, if you can. Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy. Yes, the biggest mistake is having no strategy at all. Without a strategy, you may have no goals, leaving you no...
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The Problem of Money Paralysis

The Problem of Money Paralysis Not making a move may not always be the best move to make. A decision not made may have financial consequences. Sometimes, we fall prey to a kind of money paralysis, in which financial indecision is regarded as a form of “safety.” Retirement seems to heighten this tendency. If you...
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