Monthly Archives: September 2021

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How Would You Handle a Retirement Curveball?

Sometimes life gives us lemons, as the saying goes. In order to make lemonade, you need a plan. Whether it’s a financial crisis or a personal setback, there are events that can upend your retirement if you’re not prepared. Have a plan for handling retirement curveballs if they come your way. An Earlier-Than-Expected Retirement It [...]

2021-09-20T13:27:45+00:00September 20th, 2021|Retirement Planning|

Three Eroding Forces on Your Retirement Savings

Over 60% of Baby Boomers are more afraid of running out of money than of dying, according to a recent survey.[1] Even retirees who have saved a substantial amount for retirement may be worried about outliving their savings, and there may be good reasons for this. The potential for higher taxes, inflation, and healthcare costs [...]

3 Priceless Pieces of Retirement Wisdom

You've worked the majority of your life and deserve to have many blissful years ahead. With a proper plan and execution strategy in place, you should be on track to accomplish your retirement goals and dreams. But while working on your finances, take time to consider these three priceless pieces of retirement wisdom. The first [...]

2021-09-11T01:15:52+00:00September 11th, 2021|lifestyle|

Plan for the Tax Rates of the Future

Retirees may no longer receive taxable income from an employer, but they will likely receive income from other sources which can be taxed. And while we know what the tax rates are now, we don’t know what they’ll be in 10 or 20 years – or even one year from now. This is why it's [...]

2021-09-07T02:14:30+00:00September 7th, 2021|Taxes & Tax Strategies|
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