Where is Your Money Taking You?
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Posts — Category: Retirement Planning
The Ultimate Financial Planning Checklist for Retirement: Key Steps to Secure Your Future
Preparing for retirement is like trying to navigate a maze blindfolded while juggling flaming torches. The process can indeed be daunting, as numerous older adults have expressed their anxiety about
Aug, 05 2024
Common Retirement Financial Fears and How to Overcome Them
Retirement is supposed to be a time of relaxation and enjoyment. But for many, it can also be a period fraught with financial fears. Let’s explore some of the most
Aug, 01 2024
How Financial Advisors for Retirees Can Help You Reach Your Goals
If you’re nearing or in retirement and feeling overwhelmed about managing your finances, you’re not alone. You might be wondering if a financial advisor could be the key to unlocking
Aug, 01 2024
I’m Retiring in 5 Years – What Should I Be Doing Right Now?
“Retirement is a time to look back with admiration and a time to look forward with anticipation.” -Unknown Are you retiring in 5 years? It’s time to get serious advice
Jul, 31 2024
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The Difference Between Your Retirement Score and Your Credit Score
“You are never too old to set another goal or to dream a new dream.” -C.S. Lewis The retirement score and the credit score. What is really the difference? Let’s
Jul, 29 2024
Retirement Funds Alert: Gen Xers and the Path to Penalty-Free Withdrawals
As Generation X approaches key age milestones, many are discovering that they can access their retirement funds without incurring penalties. At ages 59 1⁄2 for traditional IRAs and 55 for
Jul, 25 2024
How Much Cash Should I Have on Hand Before Retirement?
“Wealth is the ability to truly experience life. Being rich isn’t about owning things; it’s about being able to do things and enjoy experiences.” -Jim Rohn “How much cash should
Jul, 22 2024
Fifty Years Later, It’s Time to Reimagine Retirement Savings
It’s hard to believe it’s been fifty years since Congress passed the landmark retirement law that gave us 401(k) and I.R.A. accounts. While these accounts were designed to help Americans
Jul, 18 2024