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Birthday Milestones In Retirement

As you approach retirement age, there are certain birthdays, 9 of them in fact, that create new opportunities and new actions you need to take!
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The Loss Of A Spouse

Have you recently lost your spouse? Did your spouse take care of all the household finances – and now you don’t know where to start? This situation is more common than you think.
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Estate Planning-Get It In Writing

Do you think that estate planning is only for the wealthy?  You may want to re-think that idea if you want a say where your assets go when you pass away, or you want to say who’ll provide you with assistance while you’re still living!
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The Tool Or The Strategy

What came first: The chicken or the egg? There’s a certain order to things, and the same thought applies to retirement planning. What comes first: The Tool or the Strategy? Stay tuned to find out more!
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RMDs and QCDs

If you’ve saved for your retirement in tax-deferred retirement accounts like IRAs and 401ks, you’ll have to take Required Minimum Distributions.
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Bag Lady Syndrome

Are you, or is someone you know, worried about becoming a “bag lady?” It’s a fear that’s more common than you might think!
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What Will You Do In Retirement

What will you do with your 8,000 days… In retirement?
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Planning For Your Financial Independence

Planning for your retirement years is crucial. If you don’t plan, you’re leaving your money and your future up to chance!
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What To Do With Your 401K

What should you do with your 401(k) when you leave your job?
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Roller Coaster Markets

Why does the stock market mimic a rollercoaster? What can you do today to protect yourself tomorrow? And, just how much does the President and his administration impact the markets?
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