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Dec 30, 2020

In order for us to determine the direction we want to go with retirement planning, we’ve learned that it’s important to first get an idea of what we want our retirement lifestyle to look like. Everyone pictures something different and knowing that helps us build a plan that you can have confidence in.

On this...


Dec 21, 2020

We’ve been spending a lot of time on the podcast discussing financial literacy and where the majority of people are falling short as it relates to planning and investing.

 

As we move forward this week, let’s start by talking about retirement concerns we continue to see. One of the biggest we’ve found is voluntary...


Dec 11, 2020

The biggest fear that anyone has for retirement is running out of money. No one wants to be forced to work if they’d prefer not to, and that’s where income planning comes in.

You might be surprised to know that less than half of all people are financially literate when it comes to retirement. Most people aren’t...


Dec 3, 2020

As we approach the end of the year, people start thinking more about taxes and want to find ways to lessen their tax burden.

One area where you might already be lessening your tax burden and not fully realize it is through charitable donations. The holiday season brings that out even more so we want to make sure your...


Nov 25, 2020

Regardless of what you know about annuities, you’ve probably heard an opinion about them. This investment tool, like any other, can be good or bad for your personal retirement plan, but is it?

Well, we’ve gotten a lot of questions about annuities recently because of all the market volatility. People are looking for...