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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How Would A Roth IRA Impact Your Retirement?

We all know Roth IRA’s allow for tax free growth.  But how will a Roth IRA impact your retirement?  We’ll take a look at a couple of real life examples to show you the real value of these accounts. Video: How Would A Roth IRA Impact Your Retirement? Plan for A Better Retirement We created […]

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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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A Million Dollar Coffee Habit? Really? Ep 12

About once a week, Susan and I will stop for a latté at Stoked Coffee.  Each one costs a little more than $3.00.  Some people stop far more often.  Will a daily latté result in a million dollar coffee habit?  We’ll talk about it in today’s episode of Monday Morning Money. Video: A Million Dollar […]

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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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Replacing Income in Retirement — Ep 07

Replacing income in retirement creates a puzzle. Most of us will depend on two sources: Social Security and our savings. How much income you need from your savings depends on your Social Security. And, how much of your income Social Security replaces depends on how much you earn. We’ll discuss how this fits together on […]

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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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