All that hard work you’re doing isn’t just to earn and save money. There are bigger reasons for retirement and we want to explore that on this episode. What are you living for? Let’s talk about the common motivations we find people have and discuss how we help them reach those goals.
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The possibility is out there that new amendments could be made to the SECURE Act, which was originally passed in late 2019 and took effect at the beginning of 2020. What changes might be coming and what do you need to be aware of?
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Every generation’s retirement comes with a new set of challenges but today’s retirees have a lot more on their plate than their parents did. Let’s take a look at the biggest retirement challenges facing people today and how planning has changed because of them.
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Could you retire off a million dollars? Yahoo! released a survey about how long that much money would last in different cities around the country. Let’s discuss the statistics and explain the process for determining how much money you’ll need for retirement.
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As people prepare for retirement, there are some common assumptions that get made. The problem is these assumptions can often lead you astray and underprepared financially. Today we’ll look address these misconceptions and explain why it’s important to never assume.
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Retirement looks different for all of us but determining what kind of lifestyle you want to enjoy will help you plan. Let’s talk about the different types of lifestyles we see clients choose and what it means for building a proper plan.
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With so many Baby Boomers heading into retirement every day, they are finding different challenges and concerns than their parents had to deal with. We work with many people in that generation and have heard many of these things first hand. Today we’ll talk about where the worries are and what they can do to be prepared for a long retirement.
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In honor of the upcoming 4th of July holiday weekend, we’re going to declare our financial independence. Join us as we lay out a list of things we want to be independent of when retirement rolls around.
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It’s time to blow up some of the common beliefs people have held for years to make sure you know the truth about financial planning.
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Have you ever gotten lost? Not that much fun is it? Well, getting lost in the car or in the woods is a lot like getting lost in retirement planning. Let’s look at the reasons that people get lost, and then how to get back on track.
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