Category: Uncategorized

Preparing for the Great Wealth Transfer

May 6, 2020
The new decade is here! I was touring the NASA base in Colorado Springs in 2010 when our guide told us about the Orion Project, which was expecting to put a man on Mars by...

Understanding the Magic of Compounding

May 6, 2020
Money works hard for you when directed properly. On some level, most people acknowledge this, but still underestimate how much money they can make simply by investing.

Planning for Your Retirement Healthcare Needs

May 6, 2020
Nothing can devastate a carefully-considered and executed retirement plan faster than unexpected health care costs.

Should You Have a Gifting Strategy as Part of Your Estate Plan?

May 6, 2020
Nobody wants to pay more in taxes than they are legally required to.

4 Questions To Ask Before Buying Your Retirement Home

May 6, 2020
Ah. The retirement home. Every one of us has our own idea of what we would like to have in our perfect retirement house.

How Long Will My Retirement Money Last?

May 6, 2020
When creating a financial plan, many investors focus on their retirement “number” – the amount of money they need to save to be able to retire. However, to make sure this number is as accurate...

Getting Ready to Retire Checklist for Executives and Professionals

May 6, 2020
As an executive or professional, preparing for retirement is what you’ve been doing since the day you started contributing to your first 401(k) or 403(b). It’s been the defining financial goal of your career. Now...

5 Things to Know About Timing Your Social Security Retirement Benefits

May 6, 2020
Here’s an important thing to keep in mind about Social Security retirement benefits: it is a government program, meaning that it almost by definition must have convoluted rules for how the program dispenses benefits.

How Much Income Will You Need During Retirement?

May 6, 2020
How much will you need when you retire?

Wondering when you can retire?

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