Planning matters

Happy Birthday? Retirement Decisions at Age 55+

You may think that only those birthdays ending with a zero are a big deal, but in the world of retirement planning, the ages between 55 and 72 are a busy time. If you will be hitting a “milestone” birthday soon, you’ll have some decisions to make (in addition to what you should plan to…

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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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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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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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5 Ways Your Retirement is About to Become More SECURE

As 2019 drew to a close, a bill was passed and signed into law that included some big changes for retirement savers. Known as the SECURE Act (Setting Every Community Up for Retirement Enhancement), it includes 29 provisions to increase access to tax-advantaged accounts and help prevent older Americans from outliving their assets. With any…

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