Why Proactive Tax Planning Matters Before Retirement
Many retirees discover too late that taxes can significantly impact their retirement income, Social Security benefits, Medicare premiums, and even the legacy they leave behind.
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Retirement Breaking News: The 4% Rule Gets a Makeover
The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%.
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Spending It All: Retirement Planning for the Ultimate Lifestyle Goal
Everyone views their retirement differently, and there’s a segment of the population that wants to live life to the fullest.
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How Do You Find Your Retirement Number?
By defining your ‘enough is enough’ number, you can pave the way for a fulfilling retirement without the stress of chasing unrealistic financial goals.
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Retirement Crisis Sparks Unlikely Agreement Between Democrats and Republicans
Maybe the biggest news of the new year is that Democrats and Republicans actually agree on something.
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$1 to $5 Million Saved – Should I Change Advisors?
When you start to get to this point, mistakes are amplified and the stakes are larger.
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Which of the 4 Annuity Types Should You Choose?
Join us as we dive into the four basic types of annuities: Immediate, Fixed, Fixed Index, and Variable. Each
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5 Critical Questions To Ask Your Financial Advisor
Today we’re going to give you five critical questions you need to ask to ensure you’re getting the best advice possible.
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Mastering The 5 Key Areas of Your Financial Life
What does a complete financial plan really look like? You’ve spent decades working hard, saving diligently, and now the golden years are on the horizon. But have you covered all of your bases?
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The 3 Stages of Retirement
In this episode, we’ll take you through the the essential stages of retirement planning: the go-go, slow-go, and no-go years.
Read MorePeak 65: Preparing for the Largest Retirement Surge Ever
Well, our current retirement system is obsolete. It’s time for a new retirement security framework. These were the words of Jason Fitchner, an executive director at the ALI Retirement Income Institute, and it highlights a great conversation that we’re going to dive into today.
Read More5 Key Areas of Your Financial Life
Constructing a retirement plan might involve many different components and could utilize a variety of investment tools, but our process is focused around five key areas of your financial life.
Read MoreRetiring Early? Check Out Scott’s Do’s & Don’ts of 6 Secret Sources of Income
On today’s show, we’ll share Scott’s top do’s and don’ts of six secret sources of come. So much of your success will depend on your income plan and this episode will lay out some ways to get ahead.
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