Financial planning is ongoing because life changes, which causes you to adapt and evolve, and readjust when necessary. Planning for life after work won’t look
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One of the primary concerns for pre-retirees are the anticipated expenses associated with rising healthcare costs. Setting aside money to pay for these bills is
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No one wants to pay more than their fair share in taxes yet few have a good understanding of how their savings will be taxed over time. So a good way to gain a
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I’ve heard the word “HSA” at work and through conversations with family and friends, but what is it exactly?
A Health Savings Account (HSA) is an investment
On our 100th episode, we discuss planning situations and strategies that go into preparing to live to age 100. Longevity is the biggest risk in retirement and
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If you’re at all like some our pre-retired clients, you’re probably just now finally starting to take some deep breaths. You’ve clawed your way out for under
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What is the 4% withdrawal rule? It's the general idea that when you get to retirement, whatever the pool of money is that you have, you can theoretically safely
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In this podcast episode, we provide a checklist to help prepare for your final career year. This is partially a financial conversation, but what we've come to
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You may have heard in the news that the Secure Act 2.0 was passed right before New Year’s. As always, we try to be proactive and notify you of any changes that
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Change can be hard, especially when transitioning into retirement and figuring out new routines in life. You may be surprised to realize it's hard to change
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The Social Security Administration announced this week that benefits will get an 8.7% increase. On average, this will be at least a $140 "raise" per month for
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Age 65 is when people become eligible for Medicare, but oftentimes it becomes a confusing process trying to figure out which plan to choose. Clients often come
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