There are many things that we know we’ll have to deal with in retirement, we just don’t know how to predict when or to what degree. How do you construct a plan
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You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not
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Let’s see if your tolerance for risk matches your financial plan. What should you do if that balance is out of whack? What if you’re a natural risk taker, but
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We are opening up the mailbag on today’s show to answer some questions from our clients and our listeners. We’ll explore inheritances, meeting new advisors, and
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There are a lot of financial debates and questions out there. Should you always pay off the house as soon as you can or take the mortgage payment into
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In some ways, retirement planning is easier than it used to be and in other ways, it’s a lot more complicated. The one thing we can all agree on though is that
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What red flags do you need to be aware of when it comes to working with an advisor? There are a lot of professionals out there, with different names and
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When saving for retirement there are various tools and vehicles you can invest your money in. Some come with a tax bill now while others will come later...
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Most people realize that a customized retirement plan is much better than a one size fits all approach and yet, most of us don’t have a truly customized plan
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Are you a procrastinator? When it comes to finances, we sometimes tend to put it off, but having an advisor can keep you motivated and on track. Maybe you don’t
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Smoke alarms, airbags, and fire extinguishers are all things that don’t really matter until they absolutely do. On rare occasions that you need these items, you
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How much do you need to retire? Will you travel, remodel the house, or cut down on big purchases? When it comes to your emergency fund, how much is enough
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