Are Your Income Sources Tax-Protected?

Taxes are highly important to consider when it comes to your retirement. You’ll likely have several sources of income in retirement that can be taxed, such as IRA distributions and Social Security benefits. But, do you have any after-tax “buckets” that you can use strategically in retirement to help reduce your tax bill? There may [...]

2022-07-25T14:53:35+00:00July 25th, 2022|Retirement Income, Taxes & Tax Planning|

Retiring as a Millionaire Next Door in a Changing Economy

Many of today’s retirees are the wealthiest retirees of all time. Before the recent inflation numbers and market correction, there was a prolonged period of rising home values and strong market returns. You’re part of a generation of dedicated workers, meaning that there are more millionaires than ever. But, even if you have built a [...]

2022-07-18T04:36:38+00:00July 18th, 2022|Retirement Income, Retirement Planning|

Considerations Before Purchasing Your Second Home

A home is one of the most significant purchases you’ve made in your lifetime, so you should take your time when thinking about buying one. Many people have a favorite vacation spot in a scenic area, but they can’t spend a significant amount of time there until they’re retired. If you’re thinking about buying a [...]

2022-07-11T12:57:00+00:00July 11th, 2022|Investments, Real Estate|

Challenges You Can Plan For In Retirement

No matter where you are in your retirement journey, a financial advisor may be able to provide you with potentially valuable information and advice. A comprehensive retirement plan tailored specifically to your situation could have a major impact on your retirement: It may help you avoid common retirement pitfalls and mitigate risks. Here are 3 [...]

2022-07-05T14:00:02+00:00July 4th, 2022|Financial Planning, Retirement Planning|
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