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Retirement Planning

Smart Actions for a Peaceful Future

Retirement is one of the most important milestones in life and requires diligent planning and preparation. Whether you’re five years or 15 years outside of retirement, we create a financial plan tailored to you. 

When planning for your retirement, we can answer questions such as:

  • Will I outlive my money?
  • Where do I get income in retirement?
  • Can I afford to retire?
  • When can I retire?
  • My spouse passed away. What should I be doing to manage my finances?
  • How can I leave a lasting legacy for my family?
  • Can I afford to give back to the charity I love?
  • How much do I have to save to be able to afford my lifestyle in retirement?
  • What insurance needs do I have?
  • How can I minimize taxes?

These are just a few of the retirement planning questions we can help you address. Come on in or give us a call with your own questions and we’d be happy to help. 

Client Education 

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Learn More
Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
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