Annuities 101


Are annuities the right investment for your retirement? In today’s episode, we’re diving into the world of annuities to help you understand what they are, how they work, and whether they might be a good fit for your retirement strategy.

Three Common Income Investments for Retirement

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Retirement is something most people think about every day. It’s a time to relax, travel, or take up hobbies and projects that there hasn’t been time for. But before those dreams become reality, there are two important steps that you should take:  Develop a comprehensive retirement plan Ensure you have amble retirement income from your […]

Don’t Make These Top 5 Retirement Planning Mistakes

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They say experience is the best teacher, and there’s no denying the value of learning from your own mistakes. But let’s be honest, isn’t it better to learn from the missteps of others and avoid the bumps and bruises altogether?  This is especially true regarding something as crucial as retirement planning. Unfortunately, many people make […]

Why It May Be Time To Work With a Financial Advisor

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Are you struggling to keep up with the constant need to make complex decisions when planning your retirement and managing your wealth? If so, you’re not alone.  Most people struggle with choosing suitable investments, understanding retirement plans, figuring out estate and tax implications, and keeping up with the stock market’s ups and downs.  If one […]

Do You Have a Retirement Withdrawal Strategy?

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Retirement marks a significant transition from accumulating wealth to preserving it to support your lifestyle without a predictable income from an employer or business. Once retired, you’ll begin relying on different income sources, such as retirement savings, Social Security, and investments. As you start drawing on your savings, hopefully, you have already determined a retirement […]

The 60/40 Portfolio: Does It Hold Up Today?

60/40 Portfolio

The 60/40 strategy, which involves investing 60% in stocks and 40% in bonds, has long been a go-to for risk-averse investors. But does this approach still hold its ground in today’s fast-paced market? Stay tuned as we explore the past, present, and future of this investment strategy and determine whether it’s still a cornerstone of wealth management or if it’s time to adapt to new realities.

Ultimate Guide to Understanding the Impact of Social Security Benefits

Social Security benefits

If you are nearing retirement or are retired, congratulations on your accomplishment! It’s an exciting time as you prepare for the next stage of your life without the daily pressure of commuting to work. Assuming you are 65, you should consider when to take your Social Security benefits as you consider and plan for retirement. […]

Late Start Saving? Three Ways to Save More for Your Retirement

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Are you concerned you might have gotten a late start on your retirement savings? You’re not alone. Over 60% of Americans feel they are lagging in their retirement savings efforts. The good news? It’s never too late to start saving for your financial future.  In our blog, we’ll look at various ways you can begin […]

How a Financial Compass Can Help Pursue Your Retirement Goals

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Think of a financial compass, or roadmap, as part of a comprehensive plan that guides you through various stages of life. This roadmap should identify your current financial circumstances and your long-term financial goals. Having a roadmap is especially important as you near retirement. Why? It should serve as a guide to help you make […]