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Six Questions to Ask

Nov 2, 2021

Commentary: When building the foundation for your retirement income strategy, it’s important to consider ways to ensure your money lasts as long as you need it. Speaking with us about the following six questions can be a good starting point. 1) How much of your...

Do you know what FIRE is?

Oct 18, 2021

In the context of planning for your retirement, it stands for Financial Independence, Retire Early and it represents a philosophy where people become committed to a program of what many would consider extreme savings coupled with investments that aim to enable...

Early retirement whether wanted or not

Oct 11, 2021

This week’s article tells us “More than a quarter of all workers say COVID has prompted them to move up their retirement date, found a survey released in February by the National Institute for Retirement Security.” One study even suggested that nearly 2 million...

Refresher

Oct 6, 2021

Some of you have inquired as to whether you can make an appointment to come in and have a general discussion about your retirement plans and current ideas for future financial sustainability. The answer is “Absolutely”! We are always here for you and are happy to have...

You’ve heard it a hundred times

Sep 29, 2021

Most Americans haven’t saved enough for retirement. Clearly $0 in retirement savings is not enough, so just how much is “enough”? How do you know how much you should be saving, and at what ages, in order to reach your retirement goal?” If these questions are on your...

Wonder why it’s hard?

Sep 13, 2021

If you have ever wondered why it is hard to save money for retirement, this week’s article may be of interest to you. “Psychology is often just as important in personal finance as are the numbers – the way we save, spend and invest are all influenced by the way we...