Category Archives for "Retirement Planning"

Dec 18

The Hybrid Retirement Plan Solution

One of the most overlooked but critical aspects of savings or achieving any financial related goal is determining why you want to save.  That may sound simple, but let me give you an example.  Client: I want to retire at 55.  Me: Why?  Client: I hate my job. Me: What will you do in retirement, […]

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Oct 02

4 Retirement Account Options After a Job Change

According to The Balance Careers, the average person today changes jobs 10 to 15 times during his or her career. One critical factor that people should decide on in conjunction with a job change is what to do with their employer-sponsored retirement plan. Most often these are 401(k) or 403(b) accounts. There are four potential options to consider on how to […]

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Sep 11

4 Steps to Set Up the Retirement that You Envision

Can you envision what your retirement years may look like?  Do you see yourself traveling the world, living in your ideal location, spending time with your loved ones, or setting out on a new second career?  Before you can start putting together a retirement plan, you need to know what you want your retirement to […]

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