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How to Enjoy Retirement and Still Provide a Legacy Thumbnail

How to Enjoy Retirement and Still Provide a Legacy

For retirees that wish to truly enjoy their retirement but still want to provide a legacy, setting priorities and finding a balance will be key. Most would agree that ensuring one's stability in retirement should be the top priority. The first step to ensuring you can enjoy retirement is to make sure you have enough money saved in the right type of accounts to make this happen.

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Social Security- What You Need to Know Before You Claim Thumbnail

Social Security- What You Need to Know Before You Claim

Before claiming social security there are some things you should know. When do you meet your full retirement age because that impacts how much you collect. Take a look at your longevity, your Cost of Living Adjustments (COLA) and your spousal benefits. Lastly, keep in mind that there may be taxes and penalties that come with claiming too soon. We realize that this is a complex subject and encourage you to work with a financial planner, CFP® or ChFC® who is proficient in retirement planning.

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The Numbers and Psychology of Retirement Thumbnail

The Numbers and Psychology of Retirement

Planning for retirement and retirement itself is both a game of numbers and psychology. Both areas serve to create the most successful planning and, ironically, a focus on each of these areas individually serve the other. The numbers are the foundation and lifeblood of any retirement plan. Most people, even the ones actively saving for retirement, do not have a clear and specific idea of what their investments will be and what they can expect from them when they retire.

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Retirement Plans For Small Businesses Thumbnail

Retirement Plans For Small Businesses

I can understand and appreciate the overwhelming list of tasks that a business owner sometimes has to accomplish. Perhaps on that list there may be the task of setting up a retirement plan for employees. There are three retirement options employers could consider implementing, depending on what they are hoping to accomplish, Payroll Deduction IRA, Simple IRA, or 401(k).

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How Financial Advisors Are Paid, and Why It Matters	 Thumbnail

How Financial Advisors Are Paid, and Why It Matters

"There are a few ways that a financial professional can operate their business. This article outlines 4 of the major business structures in the financial industry, and tells how your advisor’s compensation might look in each structure. Understanding the structure of your financial advisor’s practice will help you understand the way they approach their clients and the advice they provide."

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