Tag Archives: retirement planning

Four Key Questions For Your Retirement Plan

The retirement planning process doesn’t have to be an overwhelming endeavor if you focus on these four questions. Continue reading

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The Journey to Retirement Begins With Self-Discovery

I figured why wait until retirement to accomplish my so-called bucket list and created a 40 x 40 list of things to do by the time I reach my 40th birthday in just under two years. Continue reading

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The College Fund You Don’t Know You Have

Tweet I talk to many parents of students approaching college age who fret about having little or nothing saved for college. They know how important a college education is and want their children to be able to go to the … Continue reading

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Financial Education Can Help Your Pre-Retirees With Their Pension Distribution

Employees need to understand their pension payout options before they retire. Continue reading

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Three Common Retirement Questions You Need To Ask

If you want to be able to retire, get your ducks in a row. Continue reading

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Why You Should Treat Your HSA Like an IRA

Treat your HSA like any other retirement account. Continue reading

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A Centenerian Workforce?

Understanding your personal life expectancy is a crucial part of retirement planning. Continue reading

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How to Find an Extra $2 Million in Your Coat Pocket

Tweet A few things happened today and somehow when I pieced them together, it all made sense (to me, at least).  As I was putting my coat on this COLD morning (for the first time in nearly a year), I … Continue reading

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Can This Retirement Be Saved? Case Study Age 40

Tweet When I was a kid, I used to love to read the Redbook magazines my mother had lying around the house.  My favorite column was “Can this marriage be saved?” since it gave the wife’s point of view, the … Continue reading

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Taking Back Control of Your Retirement Income

Tweet One of the key issues debated this presidential election season has been Social Security. Regardless of who’s in the White House come January, Social Security is not enough to cover more than the most basic living needs. With the … Continue reading

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