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Pre-Retirement

Before you sell your business, make sure your finances are appropriately set up for the retirement phase of your life. Start by reviewing your portfolio to ensure that the investment options you chose will provide sufficient retirement income for theREAD MORE

Achieving financial independence isn’t easy.  It’s a challenge to save enough to fund a long, comfortable retirement. Remaining financially independent over many years is also challenging, in different ways. As the saying goes, “What got you there may not keepREAD MORE

It’s no secret that raising children is expensive. While children are understandably a family’s priority, too many of today’s 50-somethings are seeing their children off to college, only to turn to their own financial situation and realize there’s a significantREAD MORE

When it comes to planning for retirement, healthcare costs are one of the most overlooked factors. Yet for many retirees, health-related expenses can be one of the largest items in their budget. Even when covered by a retiree health planREAD MORE

For many people just starting out in their careers, planning for retirement is somewhat of an abstract concept because it’s just too far away. But the fact is that it’s easier to make money when you’re younger. Most of usREAD MORE

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