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Right Time for Social Security

Social Security: Make Your Choice

There are many options when it comes to taking Social Security, but only one that’s right for you. It’s one of the few retirement decisions that i…

Finding Your Way on Taxes

Taxes can be confusing on any given day, but in retirement, they require even more attention and understanding. In fact, taxes are at the core of …

How Can I Transition My Business Value into Money I Can Use?

Today’s question is a crucial topic for many of our clients who are business owners or have significant assets tied up in a business: How can I co…

How to Effectively Plan for Healthcare in Retirement

As you approach retirement, the reality of rising healthcare costs becomes clearer. When planning for this significant expense, it’s important to …

Case Study: Steps to Determine How Much Money You Need

Imagine you’re 63 and ready to retire, with plans to live on $80,000 a year. The question is: how much should you have saved by that time? Nich…

Planning for Your Final Wishes

At its core, estate planning provides security, peace of mind, and control over your legacy. The way you choose to pass on that legacy is a person…

How Will My Retirement Account Withdrawals Affect My Taxes?

Retirement income planning requires thoughtful decision-making, especially when it comes to minimizing the amount you’ll pay in taxes. In this …

Today’s Retirement Reality

Almost one-third of Americans lack confidence that they will have enough income to cover basic monthly expenses throughout retirement. As the econ…

How to Prepare for Taxes in Retirement

No matter how well you’ve saved for retirement, taxes are an unavoidable part of the process. The good news is that with the proper tax planning, …

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