Case Studies: Real-Life, Pre-Retirement Debt Payoff Success
Managing debt as we near retirement is a great way to free up cash flow and offer peace of mind. It’s a relief to know your investments and assets have increased financial security as you […]
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The Key to a Fulfilling Retirement: It’s All About Connection
In 1938, an ambitious project began at Harvard University. Researchers aimed to answer a straightforward yet elusive question: What truly brings happiness in life? Their study spanned an impressive 85 years, collecting insights from 724 […]
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Understanding Medicare: What it Covers, What it Doesn’t, and the Health Insurance Options Available to You in Retirement
Retirement—that thing you’ve diligently worked towards—is now right around the corner. You’ve worked hard, saved, and now you’re looking at your healthcare options. Suddenly, you’re facing a new financial maze: Medicare. Stay focused, and let’s […]
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Why and How to Map Out What Your Life Will Look Like in Retirement
Retirement—the golden phase in one’s life when the hustle and commitments take a back seat, and well-earned rest and leisure time take the wheel. However, retirement isn’t just an extended vacation; it’s a significant life […]
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How Long Does Your Money Need to Last in Retirement?
Planning for retirement can often feel like trying to hit a moving target. It’s an endeavor rife with variables, each with a degree of uncertainty. You’ll need to account for fluctuating markets, evolving personal goals, […]
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How to Make Sure you Don’t Run Out of Money: Retiring in a Down Market
As a seasoned financial advisor, I’ve seen it all: the triumphs, the trials, and most importantly, the worries that keep retirees awake at night. High on that list is the fear of running out of […]
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How to Maximize Your Retirement Income for Greater Freedom & Flexibility in Your Golden Years
You’ve tied up all the loose ends before walking out the door on your last day, the farewell office party’s over, and the future stretches out like an endless vacation…you’re finally on the brink of […]
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From Chaos to Control: The Case for Consolidating Your 401ks
Are you tired of keeping track of multiple 401k accounts from previous employers? Are you overwhelmed by the thought of managing different investment portfolios and tracking their performance individually? Consolidating your 401k accounts may be […]
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How to Make Last-Minute IRA Contributions
If you hurry, you can still lower your 2022 tax bill. Yes, it’s true. While most tax-saving actions must be completed by year-end to count for that year’s return, taxpayers can continue making contributions to […]
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5 Things That Matter More Than Money for a Happy Retirement
Retirement is a stage of life that most of us eagerly anticipate. After all, those well prepared for retirement have given their time, energy, and emotions to a long and successful career. And now, FINALLY, […]
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