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Planning for Retirement? Think Finances and Lifestyle. Thumbnail

Planning for Retirement? Think Finances and Lifestyle.

Retirement is a big deal. In fact, it’s right up there with getting married, buying your first home, or having a baby. And as it is with any major life change, a bit of forethought and planning can go a really long way with helping you get the best out of your golden years. So let’s discuss retirement planning. Specifically, I want you to think about your retirement in two major “buckets”.

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How to create a tax-free income in retirement (5 Ways) Thumbnail

How to create a tax-free income in retirement (5 Ways)

Taxes are one of the largest expenses retirees are faced with. People are routinely living into their 90’s (and beyond) and if you don’t have a good plan for tax-efficient income in retirement, you may end up paying more than your fair share in taxes over your lifetime. Taxes can take a large bite out of your retirement nest egg and one way to ensure your investments last longer is to be more tax-efficient with them. This article will show you some strategies to create tax-free income in retirement.

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Should I Retire Early? Thumbnail

Should I Retire Early?

Retiring early is a common dream for many, but the decision to do so can be a difficult one. Having every day off to do what you want sounds appealing, especially when work is getting tiring. However, one mistake can derail a lifetime of good planning, saving and investing. The risks associated with retiring early should be considered in light of the potential rewards that come with such a decision. Ultimately, the success of a decision to retire early will depend on your financial security and preparedness for the lifestyle change.

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Secure Act 2.0 Overview Thumbnail

Secure Act 2.0 Overview

On December 23, 2022, the Secure Act 2.0 was passed by Congress and signed into law on December 29. This legislation provides a slate of changes that could help strengthen the retirement system and builds on earlier legislation passed in 2019 called the Secure Act.

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