The 4% rule is often cited as the “safe” amount one may withdraw annually from their portfolio in retirement. The rule is meant to mitigate the risk of
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We work with people who have saved and invested for decades. They understand how contributions into their retirement accounts work because they have been
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Earlier, I authored an article: Retirement: A Financial Decision or an Emotional Decision? This article is a sequel.
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What is the first thing that comes to mind when you hear the words “Retirement Planning”? For many people, a lot of questions arise. Can I retire early? How
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Retirement planning is complex. We often hear tips on how to fund retirement accounts and invest our money. Here are five tips to make the most of your golden
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Many people have Individual Retirement Accounts. Here are six things you should know.
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As people approach retirement, they often believe they are supposed to become conservative investors. In fact, that’s exactly what using target-date funds in a
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Did you know that there are many types of IRAs? The two main categories are Traditional and Roth. The difference between the two is significant.
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In my line of work, people have to make decisions. Sometimes the decisions are small ones, often times they are big. The decision to save more. Or not. The
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That’s the “million-dollar” question I get asked often. Truth is, there is not a magic nest egg number that works for everyone. Retirement planning is like a
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Planning for retirement can seem intimidating and is often filled with ambivalence. On the one hand, we fantasize about how great it would be to have a
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We meet with a substantial number of people each year who are preparing for retirement. If you are planning on retiring, the thought of structuring your
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