If retirement is something you’re thinking about sooner rather than later, you know you’ve got some big decisions ahead – the biggest of which is if you’re ready to forego a regular paycheck. One of your most significant assets is…
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Don’t Plan for Retirement Like I Planned for Disney
In February 2024, my wife Susie and I decided to take our kids on an impromptu trip to Disney World. It was a spur-of-the-moment decision, and we only started planning the trip eight days before our departure. Little did we…
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When is the Best Time to Take Social Security?
Picture this: you’re nearing retirement and you’re counting down the days until you can finally experience the golden years. However, a significant part of your retirement plan involves your social security benefits, and you’re not sure when to start claiming…
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Is Phased Retirement Right for You? Exploring the Pros and Cons
As much as we look forward to our retirement years, there’s no doubt that this new phase of life is an adjustment. That’s why many people are considering what’s called a phased retirement: A phased retirement includes a broad range…
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How Will Inflation Affect My Retirement?
If you’re in or entering your retirement years and watching the rise of inflation as we experienced in 2022 and beyond, you might be looking at your portfolio and wondering if it can weather the storm. Will I have to…
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Financially Planning for Retirement: Why Your Activities Matter
When you think about your retirement…what comes to mind? Time spent on a sandy beach with your toes in the water? Playing with grandkids? Relaxing with all the time in the world? So, here’s the problem with having all the…
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