Have To Retire Early? Here is What Happens.

Nearly half of Americans plan to work beyond age 65. But studies show only 19% are able to do so. For some retiring at a younger age is a choice. They’ve saved enough and confidently walk away. But what if you have to retire early? What happens to your finances?

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The New Social Security Scam

There is a new Social Security scam.  You get a call and are told your Social Security number is linked to fraudlent activity.  We have an actual voicemail and a few tips to help you protect yourself. Listen Now: The New Social Security Scam (4:20) What To Do If You Are Worried… You can contact […]

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What’s Happening Now: Death of the Stretch IRA

The US House and Senate are working on legislation which will change Required Minimum Distributions.  Those changes could mean the death of the stretch IRA. Listen Now: Death of the Stretch IRA (6 Minutes) You can enjoy this and other content on our youtube channel.  Just click the button to the right, and be sure […]

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Will Your Retirement Savings Last 23 Years?

Will your retirement savings last 23 years?  That is the big question. How do we use our savings to generate income, and not see our balance go to zero before our blood pressure does. It’s a clear and simple way to define a basic level of financial success in retirement. Video: Will Your Retirement Savings […]

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5 Lessons for Financial Success – Ep. 11

Last week, my daughter graduated from college. Unfortunately, they don’t teach kids much about money in school. They learn some things from their parents. Others they learn from their own experience. I thought this was an appropriate “gift” for my daughter: 5 Lessons for Financial Success. Video:  5 Lessons for Financial Success https://youtu.be/A-jj2eGAME4 Plan for […]

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Mistakes to Avoid in Your 401k – Ep 09

Last week, we offered some tips to help you better manage your 401k. You can watch it here. This week we will share some common mistakes we see people make in their 401k plan. And, we will provide some suggestions on how to avoid them. Video: Mistakes to Avoid in Your 401k https://youtu.be/2q6qvsADNXQ Did You […]

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Tips to Help You Manage Your 401k – Ep 08

Does managing your own 401(k), 403(b) or Deferred Comp plan intimidate you? The decisions you make have a huge impact on your long term results. Today is the first part of a two part series. We’ll offer some basic tips for your 401k. Video: Tips for Your 401k https://youtu.be/_jqH7FdrbGc Watch Part 2       […]

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529 Plans and Financial Aid – Ep 06

A new grandchild often inspires us to do something to help with future education costs.  And Most  people automatically think about a 529 plan.  That’s understandable. There aren’t many types of accounts which allow for TAX FREE growth. But before you open that new account, you should be aware of a couple of “traps.”  We’ll […]

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What If Things Don’t Go According to Plan? Ep 04

What if life doesn’t go according to plan?  We take the time to plan for our retirement. But often times, life doesn’t happen as we draw it up on paper.  We may find our nest egg isn’t as big as we need it to be. Or, we may be forced to retire earlier than we […]

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