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Financial Planning

To be financially comfortable in retirement, the general rule of the thumb is that you’ll need approximately 80% of your annual pre-retirement income. Spending in retirement is a mixed bag. You can get by on less because some monthly expensesREAD MORE

Haven’t we all dreamed about what we would do if we suddenly received an unexpected windfall of cash? Although receiving a very large amount of money sounds great in theory, the reality isn’t always so fantastic. Whether you’ve been expectingREAD MORE

One of the most common New Years’ resolutions is to get organized. It’s also one of the most important steps in the financial planning process, because it makes keeping on top of your finances a lot easier. Nowhere is thatREAD MORE

As Baby Boomers start to approach their “Golden Years,” housing is one of the more challenging issues to plan for. Most senior citizens prefer “Aging in Place” in their own home. However, medical, safety, and economic concerns may make stayingREAD MORE

A 2014 study of retirees done by Merrill Lynch and Age Wave led to the following conclusion: “Retirees say health is the #1 ingredient for a happy retirement.” Financial security, family and purpose were all important, but health was tops.READ MORE

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