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Lots of baby boomers are hitting retirement age. And with retirement come some pretty big irrevocable
I remember Father’s Day 2017 like it was yesterday, evidence of how time flies! Lucas had just been born on 5/5/17. He’s now one year old, he can walk, he’s
No one wants to pay more than his or her fair share in taxes. Yet few have a good understanding of how their savings will be taxed over time. A good way
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Social Security remains a hot topic for my clients and one of confusion and concern. Unfortunately, there
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Retirement planning can be simple, but it’s not easy, especially if you get too focused on all of the
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The final step in our retirement process is determining an appropriate allocation and assumption on rate
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After you have identified your time horizon for retirement, your needs and resources and thus your lump
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Do you remember that commercial (https://www.youtube.com/watch?v=cDzUUJSgzyY ) that suggested everyone
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Defining your retirement vision and timeline is an important first step in the planning process. Next, we
Retirement is more than just numbers, it’s about the feeling and emotions that can come with significant change in routine, socialization and how you spend
