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5 Financial Planning Challenges In The First 10 Years Of Retirement

Even under normal circumstances, planning for retirement can be stressful. With the chaos that a global pandemic brought into...


Tags: Retirement Planning, Asset Protection Planning

Navigating Job Loss When Nearing Retirement
 

 

In this episode of after the paycheck, John Conley and...


Tags: Retirement Planning, Asset Protection Planning, Income Planning,

Are Index Funds Really As Great As Everyone Thinks?

In the fall of 2019, index funds finally surpassed actively managed mutual funds. As of August 31 of last year, $4.27 trillion...


Tags: Retirement Planning, Asset Protection Planning, 401(k)

Medicare Changes In 2020

Considering recent events, healthcare is on everyone’s mind. While increases in premiums are common for Medicare, 2020 brought...


Tags: Retirement Planning, Asset Protection Planning

The True Cost of Withdrawing Early From Your 401(k)

In today’s age there’s little we can all agree on. But one common goal we all share is to enjoy a satisfying retirement....


Tags: Retirement Planning, Asset Protection Planning, Income Planning,

Defining Your Primary Goal In Retirement

Everyone's lifestyle, and everyone's retirement, looks different. Maybe you'd like to retire to some sunny locale outside of...


Tags: Retirement Planning, Asset Protection Planning, Income Planning

Market Recap: 4th Quarter 2018 vs 1st Quarter 2019

It was only a few months back when the markets created some unrest in a lot of investors, especially ones approaching...


Tags: Retirement Planning, Asset Protection Planning

Six Action Items To Help You Prepare For A Solid Retirement

You’ve made it to that magical time in your life – the home stretch to retirement. Whether you have made the decision to work...


Tags: Retirement Planning, Annuities, Asset Protection Planning,

How Retirement Strategies Should Change As You Age

Everyone should have a strategy for meeting their goals in retirement, but retirement can last for decades; you should adjust...


Tags: Retirement Planning, Annuities, Estate Mangement Solutions,

5 Must-Read Books on Retirement Planning

Whether you are just starting to think about retirement, or you are in retirement already, you have only two jobs:

The first...


Tags: Retirement Planning, Estate Mangement Solutions, Asset Protection Planning,

Think you are ready for retirement? Answer these 6 questions first...

If you are thinking about retirement, or are nearing retirement, its go time. We call this the time period the “retirement...


Tags: Retirement Planning, Annuities, Estate Mangement Solutions,

The Solution in Retirement: Dependable and Sustainable Income

The fathers of the 401(k) plan as we know them today never intended it to replace the traditional pension plans most workers...


Tags: Retirement Planning, Annuities, Asset Protection Planning,

The Importance of Financial Organization In Retirement Planning

It always starts the same way.  A New Year approaches and you have the best intentions for keeping your financial life...


Tags: Retirement Planning, Estate Mangement Solutions, Asset Protection Planning

Advanced Planning for IRA's and RMD's

I got another email today from a radio listener who is turning 70 ½ and wanted to know more about the RMD withdrawal...


Tags: Retirement Planning, Annuities, Estate Mangement Solutions,

The Four Main Steps to the Probate Process

INTRODUCTION:

Probate is a legal proceeding conducted by a state court that oversees and manages the distribution of your...


Tags: Estate Mangement Solutions, Asset Protection Planning

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