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7 Investing Blind Spots … That Could Crash Your Chances of Retiring Successfully.

We see it all the time, meeting after meeting. Boomers getting ready to retire and having an image or an idea of what their retirement life will be like. These lifestyles run from one edge of the spectrum to the other. Some dream of a quiet lifestyle taking each day at a leisurely pace, others […]

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Posted in: Blog, Financial Planning, Investment Management, Risk Management, Retirement

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Is the Government Cheating You Out of Thousands of Dollars in Retirement?

For some of you, this next statement probably won’t come as a big surprise, but for some of you the government is making it more and more difficult for you to retire every day. In fact, they’re cheating some of you out of thousands of dollars of your hard-earned money every single year. You may […]

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Posted in: Blog, Financial Planning, Investment Management, Market Commentary

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How to Help Avoid the Social Security Tax Trap

Surprises in life can sometimes be a really fun thing, unless it’s related to your taxes. Unfortunately, many baby boomers are shocked to find out after claiming their Social Security benefits that they could be taxed as much as 85% on those same benefits! So while you are writing a check to Uncle Sam for […]

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Posted in: Blog, Financial Planning, Investment Management, Social Security Planning

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The Retirement Cash-Flow Conundrum

One of the scariest things for many baby boomers when it comes to retirement is not having a scheduled paycheck hitting their bank account from their employer on a regular basis, especially if you haven’t been working with a good, proactive financial advisor. Will there be enough cash coming in that you can continue to […]

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Posted in: Blog, Financial Planning, Investment Management, Retirement

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7 Things You Can Control in Retirement Planning

Have you ever worried about something … you couldn’t control? Of course you have. You worry about stuff at work, you worry about your kids, but oftentimes we worry about the stuff that’s totally out of our control. There are also some things you simply CAN’T control when planning for your retirement. You can’t control […]

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Posted in: Blog, Financial Planning, Investment Management, Retirement

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15 Very Expensive Retirement Mistakes

As you plan to retire, you’re faced with all kinds of decisions. Decisions about risk, how you’ll generate income in retirement, how and when you’ll claim your (and your spouse’s) social security benefits, your investments, taxes, and the list goes on and on. But as you come to these various forks in the road, the […]

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Posted in: Blog, Federal Benefits, Financial Planning, Investment Management, Risk Management

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You May Live Longer Than You Think, Here’s How to Plan for It

It used to be rare to hear about someone who was 100 years old, right? But now it’s not uncommon at all and soon, it could be an everyday occurrence. Someone who is 100 years old, is called a “Cent–en–arian” and from 1990 to 2015 the population of “centenarians” grew by 400%! Between 2015 and […]

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Posted in: Blog, Financial Planning, Retirement

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The One Thing That’s Preventing You from Retiring

It’s possible that there’s only one main thing that’s standing between you and retiring. But it’s probably not what you think it is. You may be thinking it’s because you need more money, and for some, that may be true. But for many of you, that’s not what it is. What’s standing between you and […]

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Posted in: Blog, Financial Planning, Investment Management, Retirement

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Lessons To Help Your Money Go Further in Retirement!

Have you ever wondered: What do wealthy people know that you don’t know? What do they do with their money? How do they make it work for them? How could you possibly benefit by using these strategies? This may shock you but many of the people who you consider to be “wealthy,” may not have […]

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Posted in: Blog, Financial Planning, Investment Management, Retirement

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The New Rules for Claiming Your Social Security Benefits

OK, time’s up. It’s official. As of today,  April 29th, the government has changed the rules for claiming your social security benefits. Unfortunately, these new rules will literally rob some seniors of income they would of received before the end of April. While most seniors have taken their benefits at face value, a smart and […]

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Posted in: Blog, Social Security Planning

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