Retirement Planning

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From Dream to Departure: Don’t Delay Travel in Retirement

A favorite part of my job is talking with newly retired clients about the travel dreams they have been planning and saving for.

Giving Them Wings: How to Teach Kids About Finance and Help Them Transition to Becoming Financially Independent

Like every parent, you want your children to become happy, self-sufficient adults.

Planning for Retirement: A Checklist and Guide

As financial planners we are often asked, “Will I be OK in retirement?” Before we even look at a client’s assets and expenses to answer that question, we ask them one ourselves, “What do you want your retirement to look like?”

To Everything There Is A Season — Is Downsizing On Your Horizon?

“Turn! Turn! Turn!” written by Peter Seeger and made famous by The Byrds was released in 1965. If listening to this song on the AM station was part of your early memories, then you are probably thinking about downsizing or soon will be. Downsizing is a time to break things down and a time to...

Why Roth Conversion Planning Is Important At Retirement

With the SECURE Act 2.0 delaying Required Minimum Distributions to age 73, and higher marginal brackets a likely reality in the near future, annual income tax planning has become even more important.

Financial Safeguards for Seniors

Nothing guarantees there will be sufficient money to cover all costs in retirement. But there are some common mistakes to steer clear of as you grow older.

Pay Off Debt? Or Save for Retirement?

According to the Federal Reserve, 35-year-olds have an average student loan debt of $42,600. The increase in college costs and the rising importance of a post-secondary education for improving income are a big part of this. Many surveys conducted in recent years have discovered that Millennials share a resistance to debt, no doubt influenced by...

How Social Security Fits Into Your Retirement Plan

Social Security is a critically important part of your overall financial and retirement plan that will be around for generations to come. The decision to claim or delay benefits should be carefully considered.

Lessons in Longevity

Like many people, I’m coming out of the pandemic much more aware about how fragile life is and how important it is to stay on top of one’s health. Similar to investments, we don’t always know what’s on the horizon, but what we can do is focus on the things we can control.

Adjusting Your Portfolio Allocation Ahead of Retirement

In addition to preparing yourself mentally for retirement, you should also make tactical changes to your portfolio and overall financial plan as you approach your targeted retirement date.

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Retirement Planning

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Common Estate Planning Gaps High-Net-Worth Families Should Review

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