Here at Approach Retirement Advisors, we’re big college football fans (although to keep things neutral, we will not disclose who we’re rooting for). As we start the college football season, we can see some parallels between how our favorite teams…
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Labor Department’s New Fiduciary Rule Blocked by Judge (and Why This Matters to You)
At Approach Retirement Advisors, we are fiduciaries and we look forward to welcoming new advisors into the fiduciary family. Unfortunately, a U.S. judge has halted a Department of Labor regulation that aimed to broaden the scope of retirement advisers classified…
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Think About This Before You Surrender Your Greatest Asset: Your Income
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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The Myth of Sacrifice: Teaching Your Kid to Save for the Future While Enjoying the Present
We’ve all heard it. The financial analogy about the Starbucks latte, how much it will cost you in the long run, and how if you just saved that $5 a day, you’ll be able to retire on that money when…
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A Financial Advisor’s Guide to Purchasing a Vacation Home
In today’s bustling real estate market, the allure of purchasing a vacation home is undeniable. The idea of having a retreat nestled in a picturesque location, ready to offer respite from the demands of daily life, is a dream for…
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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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Maximizing Your Income: The Importance of Adjusting Tax Withholdings
One of the most critical aspects of managing your finances is ensuring you’re optimizing your income. While many focus on budgeting and saving, one aspect that often gets overlooked is adjusting tax withholdings based on changes in income. It might…
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