Retirement Is a Beginning

See if you are prepared to begin your retirement by answering four key questions.   How do you know you are psychologically ready to retire? As a start, ask yourself four questions.   One, is your work meaningful? If it is emotionally and psychologically fulfilling, if it gives you a strong sense of purpose and […]

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The SECURE Act

Long-established retirement account rules change.   The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a change in strategy […]

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The Major Retirement Planning Mistakes

Why are they made again and again?   Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees.   Calling them “mistakes” may be a bit harsh, as not all of them represent errors in judgment. Yet whether […]

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Annual Financial To-Do List

Things you can do for your future as the year unfolds.                         What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing […]

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Your Changing Definition of Risk in Retirement

Some things to consider.   During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and that guided how your portfolio was built. Maybe you concerned yourself with finding the “best-performing funds,” even though you knew past performance does not guarantee future results.   What occurs with many retirees is […]

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A Retirement Fact Sheet

Some specifics about the “second act.”      Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.   Up to 85% of a retiree’s Social Security income can be taxed. Some retirees are taken aback when they discover this. […]

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Eight Mistakes That Can Upend Your Retirement

Avoid these situations, if you can.   Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible.   No Strategy. Yes, the biggest mistake is having no strategy at all. Without a strategy, you may have no goals, leaving […]

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