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Retiring In The Next 5 Years? How To Protect Your Wealth
The five-year period before retirement is the most critical for making decisions on how to protect your wealth. As retirement planning is no small task, you must consider all your assets, accounts, and investments to make the wisest choices moving forward.
How To Handle Inherited IRAs: The Rules Beneficiaries Need To Know
Preparing for the unexpected can be one of the best actions you can take to protect yourself, even in the event of a loved one's death. During an already difficult time, many families have experienced the added challenge of not knowing how to properly manage the deceased's assets
The 3 Benefits Of A Living Trust
A carefully crafted estate plan helps prepare for the future, ensuring your legacy is passed on after your death. Many clients think that having a will is enough to ensure their assets are passed down to their heirs. However, a living trust provides more than just peace of mind
How To Leverage Capital Gains Harvesting For Your Finances
A portfolio that balances risk with reward can help ensure your investments ultimately meet your financial goals for the future. Managing a well-balanced portfolio requires careful planning, and this could include selling winning securities to help reduce future tax bills.
Working in Retirement? 6 Benefits to Consider
Does the thought of working past retirement age appeal to you? According to a 2016 study from the Pew Research Center, approximately 9 million Americans aged 65+ work part-time or full-time. If you are one of them or are planning to be, then you are certainly in good company.
What Is a Retirement Buyout?
The idea of early retirement is exciting for some and hard to imagine for others. Some companies, however, offer retirement buyouts for longer-tenured employees as they move closer to the standard retirement age. If you’ve been offered an early retirement buyout package,
What is a Financial Planner That Acts In a Fiduciary Capacity?
A certified financial planner (also referred to as a CFP) manages assets on behalf of their clients. They are considered the gold standard when it comes to financial planning. Certified financial planners who act in a fiduciary capacity are an integral part of a retirement plan and as they seek their client’s best interests.
What a Certified Financial Planner Means to You
Most of us hate talking about our money. That’s because it can seem like there is never enough of it, and we don’t want to live under a budget. When you don’t consider your money, you are free to do with it as you wish. However, when you have no plan for your money, you soon realize that you will forever be chasing it.
Unexpected Retirement Costs: How to Best Prepare
Retirement can be an exciting time of life, and for many people, a time of good fortune. On the other hand, retirement may also come with some unexpected costs. Fortunately, with some forethought and planning, you can prepare for many of these unanticipated pitfalls and keep your retirement financially secure and enjoyable.
Tips to Reduce Taxes Heading Into Retirement
Most of us want to retire at some point in our lives. Since you're not working, you have no income coming in from an employer, meaning you have to take the money you have while you're working, save it, and grow it so it can support you into retirement.
The Three Phases of Financial Life
We are often able to mitigate the “delayed” part of gratification - almost everything ships within a couple of days, we can have food delivered to the front door - we are no strangers to immediacy. This can make reaching savings goals feel exceptionally difficult.
Social Security Planning
Insurance plays an important role in our financial wellbeing, from protecting our home to providing essential medical care. Yet insurance for the care we require later in life is often overlooked. Long-term care insurance helps bridge this gap. Beyond ensuring you receive the highest standard of support as you age
