Planning matters

What Are You Retiring To?

Have you imagined the first day you get to wake up and not worry about work or your career? Imagining this magical day, known as the “first day of retirement”, elicits all sorts of emotions for future retirees. Images of sleeping in, going on extended vacations, and spending time with family are some of the…

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Eek! I’m bored. Volunteering in your retirement.

Many of us look forward to retirement as a time when we will finally have the opportunity to do all the things we couldn’t quite seem to fit in while we were working and raising our families — things like traveling, reading, rediscovering long-neglected hobbies, or volunteering. When you no longer have the demands of…

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What to Think About for Retirement if You are Single

Whether you are newly divorced, lost a partner, or have been on your own for a while you will want to revisit your retirement planning strategy to ensure it is in line with your current and future financial goals.  Retirement planning as a single person has its advantages – it is less complex and you…

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Think Before Tapping 401(k) as Emergency Fund

Do you need a quick infusion of cash? Under the Coronavirus Aid, Relief, and Economic Security (CARES) Act, you may be able to take money out of a qualified plan, like a 401(k), or an IRA, with favorable tax consequences. But should you do it? Let’s take a look… Background Among other changes in the…

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Required Minimum Distribution Video

One of the more common questions we get from new clients is why they need to provide a copy of their tax return. To our eye, your tax return is a guide and overview of income, investments, assets, and expenses. By reviewing your tax return, we gain insight that helps us strategize efficient ways to…

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