News & Updates

Developing a Retirement Income Strategy

When building the foundation for your retirement income strategy, it’s important to consider ways to ensure your money lasts as long as you need it.  Speaking with us about the following six questions can be

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Are you Ready to Retire?

If you’re able to easily determine your own retirement date, be thankful that circumstances haven’t led to that date having to change. Also, be aware that determining when to retire isn’t a simple choice. Are

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Financial Independence, Retire Early

Do you know what FIRE is? FIRE, in financial terms, stands for “Financial Independence, Retire Early.” The goal of FIRE is to save or invest enough of your money that you can retire earlier than

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Financial Literacy

Many consumers have little understanding of the long-term problems that poor financial decisions can create. One of the key reasons that many Americans struggle with making the right decisions when saving and investing is a

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How Much is Enough?

Most Americans haven’t saved enough for retirement. A recent article on Yahoo Money states “1 in 4 have no retirement savings.”  Clearly $0 in retirement savings is not enough, so just how much is “enough”?

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The Psychology of Saving for Retirement

If you have ever wondered why saving for retirement feels so difficult, this week’s article may be helpful to you. The article explains, “Psychology is often just as important in personal finance as are the

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Independent Living

Sometimes when we think of our later years in retirement, we forget to reflect on what savings we will need beyond the monthly costs of healthcare, rent, food, etc. at an independent living facility. We

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Tips for Saving Money After Retirement

We thought to share this week’s article with you because it discusses 27 tips for saving money after retirement. It’s important to remember that “it’s never too late to save, even after retirement.” The author

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