News & Updates

gap

Do You Have a Gap?

There may be a gap between how much you spend and how much you think you spend. This gap should be factored in when trying to determine how much you’ll need in retirement: Probably more

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life insurance policies

How Are You Looking at It?

Typically, you put a lot of thought towards paying off loans for insurance, on, for example, your house and car. However, life insurance is just as important as other types, and should be thought of

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Expenses

Assumptions About Expenses

Have you ever reflected on the fact that frequently, the final years of your full-time career often coincide with your peak income? However, as your earnings increase, so can your expenses. And if you’re not

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What won’t work

Will Your Strategy Work?

Heading into retirement, It is essential to understand your options, and what will work best for you. It is similarly important, however, to understand what won’t work. Are you aware of every factor you need

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Savings

Extend Savings While Balancing Risk

Retirement means more than a change in your employment status. It’s the point where the use of your savings changes. During retirement, a retiree’s focus turns from accumulating savings, to how they’re going to live

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Priorities

Priorities 

The importance of saving up enough for retirement cannot be emphasized enough. Seniors who retire mostly or solely on social security often end up strapped for cash. So, it’s essential to have additional income sources

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Increases

Increases

We’ve written about several of the increases that are happening in 2023 and thereafter, and it is important to keep them all in mind as you plan for your retirement. Since hitting a 40-year high

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Retires

When Only One Spouse Retires 

Clients are coming to us more and more frequently with questions regarding this retirement situation: Let’s say one of a couple retires, and the other continues to work. This often presents a need for rebalancing

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