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Retirement account

Did you forget and leave it behind?

We’ve spoken in the past about the benefits of saving money for retirement by having automatic transfers from your checking account into a savings account. …

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RMD

Recycling RMDs

One potential way to save money consistently is to arrange automatic transfers from your checking to your savings account on paydays. This idea can be …

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emergency fund

Follow the Steps

Sometimes it’s best to start with the basic steps when planning for retirement. Are you contributing enough to your 401(k) to get your company’s full …

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Five years

A Dangerous Decade 

The five years before you retire and the next five after retirement are among the most important and vulnerable for a retiree’s savings. The reasoning …

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factor in healthcare costs

Factor in Healthcare Costs 

In the past, we have noted that when planning your retirement finances you need to factor in healthcare costs. Not doing that may cause a …

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Fair meaning equal

“Fair” Meaning “Equal”

We frequently receive inquiries regarding who the beneficiaries should be for the financial products we recommend. And, if the division among multiple beneficiaries should be …

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gap

Do You Have a Gap?

There may be a gap between how much you spend and how much you think you spend. This gap should be factored in when trying …

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life insurance policies

How Are You Looking at It?

Typically, you put a lot of thought towards paying off loans for insurance, on, for example, your house and car. However, life insurance is just …

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expenses

Assumptions About Expenses

Have you ever reflected on the fact that frequently, the final years of your full-time career often coincide with your peak income? However, as your …

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