Retirement Planning

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How to Leave an Inheritance

How to Leave an Inheritance

Inheritance planning has the opportunity to be an excellent way to create a legacy for your family. However, it can also become a tainted process focused solely on money, where infighting and disappointments leave you feeling worse than you did before creating your will. We believe focusing solely on money – and not your legacy as a human being – corrupts this process and makes it stressful for both the individual and their loved ones.

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How to Maintain your Retirement Plan if Finances Change Due to A Job Loss or Change

How to Maintain your Retirement Plan if Finances Change Due to A Job Loss or Change

Whether planned or unplanned, job changes can bring excitement, uncertainty, and hope for the future. If you are considering a change in your career this upcoming year or want to be prepared in case of a future job loss, your retirement plan is an essential factor to consider. How can you maintain your savings for life after retirement when your situation changes?

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Finding Financial Freedom in Retirement: How To Save So You Can Spend

Finding Financial Freedom in Retirement: How To Save So You Can Spend

Retirement doesn’t look the same for everyone. Some people want to spend more in their younger years or on their families and live a humble life when they retire. Others are excited to take advantage of the time for travel, luxuries, or side businesses they didn’t have time for when they were working. How you want your retirement years to look like will determine which retirement strategy is right for you. The earlier you plan, the more options you’ll have. 

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What You Really Need to Know About Social Security: How To Use It for Your Financial Future

What You Really Need to Know About Social Security: How To Use It for Your Financial Future

In a world where word gets around fast, it can be hard to discern the difference between the truth and what is probably more like the end of a game of “telephone”. Take Social Security for example. Some people say it’s going broke. Some people say you’ll lose all benefits if you continue to work. To help you ask the right questions, we broke down some of the most common questions about Social Security and the decision you will need to make when nearing retirement.

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