Retirement

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  • Aug 4 2021
    Don’t Wait to Start Your Year-End Financial Planning

    August tends to be “nap-time” for most Americans. This makes it a stellar time to work on your finances. My advice? Don’t put it off until December...

  • Apr 1 2021
    family vacation at the beach
    How to Plan a Family Vacation without Hurting Your Retirement

    Family vacations are probably one of the largest impulse-purchases you can make. Don't let it ruin your retirement. Start planning with these simple tips...

  • Mar 1 2021
    couple sitting on couch and smiling at IRA form
    How Can I Ramp Up My IRA in 2021?

    As we head into another tax season, don’t overlook your IRA. Here are some easy and practical ways you can ramp up your IRA in 2021....

  • Dec 1 2020
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    Help! I’m being forced into early retirement.

    Unfortunately, many Americans face forced early retirement. Here's what you can do to lower stress and anxiety, and make wise decisions...

  • Nov 2 2020
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    Are you fed up with your annuity?

    Just last week we had another exhausting encounter with an annuity company. Sound familiar? Do you feel frustrated and lost with your annuity?

  • Sep 1 2020
    At a crossroads: which is better: to retire with zero debt or a million bucks?
    Which is Better: Savings or No Debt?

    Which is better for retirement? Savings in the bank or no debt? The answer is not as simple as you might think... let's find out together!

  • Jun 1 2020
    a future of retirement image
    Why Do So Many People Fail in Retirement?

    Unfortunately, one in three families will not have enough money to maintain their lifestyle throughout retirement. Here are 3 reasons why...

  • Apr 1 2020
    SECURE Act of 2019
    How SECURE Should We Feel about DC’s New Tax Laws?

    In the last weeks of 2019, congress passed numerous new laws that have investors scratching their heads. Let’s look at the SECURE Act to find out why...

  • Feb 6 2020
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    Contributing to Your IRA by April 15 Could Lower Your 2019 Tax Bill

    Here is your annual reminder to contribute to your IRA by April 15th for a potentially lower tax bill before you file your tax return.