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Tips for Not Running Out of Money in Retirement Weekly Update – 8/2/17

Most of your adult life, you’ve probably focused on building a retirement savings that will cover your living costs. But once you officially retire, your financial planning shouldn’t stop. Managing your expenses to support your lifestyle is an ongoing requirement need-and a top worry for many baby boomers. In fact, 36% of boomers nearing retirement say that having enough money to cover basic needs is their biggest financial concern.[1] Read more

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Fees or Foes

Published by Scott Kubie

Recently, a fee-only financial advisor mentioned to me that more clients are proposing to manage more of their own assets and invest in the “S&P 500.” For most who go down this path, this move will likely end badly. These investors, while seeking to avoid wealth management fees, are ignoring the value their advisor brings to them as well as the current market environment. Read more

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Events That Can Prompt Changes in Life Insurance Weekly Update – 7/26/2017

Our lives inevitably change requiring us to evolve with the momentum. And for those holding life insurance policies, keeping your policy up-to-date and relevant to your life is essential. A variety of events can come our way at any moment, so remember to take steps and ensure your accounts reflect today’s needs. Read more

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Tips to Keep in Mind When Managing Your Annuity Income Weekly Update – 7/19/17

For many people planning for retirement, investing into annuities is a helpful strategy to build guaranteed income. Once you take retirement distributions, you receive a set amount based on details like the annuity you purchased and amount you contributed. You’ll need to navigate some fees and taxes as you receive annuity income. With that in mind, here are tips to help you manage your annuity distributions.  Read more

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Marrying Later in Life? Here Are Key Financial Tips to Consider Weekly Update – 7/12/17

No matter what stage of life someone’s in when he or she marries, a union brings reason to celebrate. And, for individuals who are 55 and older, remarrying is even on the rise.[1] When marrying later in life, people’s finances are usually more robust, bringing new and specific obligations to manage. To make the most of this exciting chapter, here are some key financial details to address.  Read more

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The Baby-Boomer Retirement: How They’re Redefining This Life Stage Weekly Update – 7/7/17

Everyday, more and more baby boomers retire, bringing with them a shifting retirement landscape. This large demographic began turning 65 years old in 2011, and by 2029, all boomers will be at least 65, forming 20% of the U.S. population.[1] As boomers retire, they are breaking the trends from their parents and grandparents – ushering in a new definition of what it means to retire.
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Address These Key Financial Items When Retiring From Military Weekly Update – 6/30/17

A seasoned military career brings a unique professional experience for millions of people each year. We have roughly 1.3 million active-duty military service members.[1] And at least 1.47 million non-disability military retirees receive retirement payments after leaving the military.[2] As this specific demographic prepares to retire and return to a civilian life, their financial life also uniquely changes. They will lose a variety of military perks and experience often unexpected living costs, creating unique financial needs to address.  Read more

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How to Avoid the Top 3 Financial Fears in Retirement

You’ve worked hard for your money and during your retirement years, you want to have confidence that you can enjoy it. However, many retirees have common concerns as they move from asset accumulation to asset preservation. “Am I spending too much?” “Have I set aside enough for long-term care?” “Will I outlive my assets?” These are all questions many retirees think about. Read more

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Three Reasons to Consider Active Management

Published by Brett Carson

Trends are pervasive in our culture, and the investment world is no different. The latest is the move towards passive investing using low-cost ETFs. Essentially, the argument is that nobody can consistently beat the overall market, so you’re better off owning a cheap index fund with the aim of just keeping pace with it. Read more

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Want to Retire Closer to Grandchildren? Consider these items – Weekly Update 6/23/17

As retirees embrace their new life stage, many of them consider relocating to other locales. In fact, almost two-thirds of retirees plan to move or do move in retirement.[1] While retirees move for a variety of reasons, relocating in retirement carries significant financial obligations. And a common reason for retirees to move is to be closer to family. If you’re exploring retiring closer to your grandchildren, here are some key financial items to consider.   Read more