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Retirement Planning

Retirement planning isn’t just about saving money. It’s also about making sure that you have the skills, passive income and passions to get the most from life after retirement.

Annuities Without Commissions – Are They a Real Thing and Can You Benefit from Them?
1 week ago

Annuities Without Commissions – Are They a Real Thing and Can You Benefit from Them?

At its most basic, an annuity is a contract where you give an insurance company a sum of money and they promise to pay you an income stream for a specific period of time, often your entire life…
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An Interview with a Retired Millionaire: Living Better for Less in Retirement
1 week ago

An Interview with a Retired Millionaire: Living Better for Less in Retirement

Today, I wanted to share an interview I had with a millionaire who has just retired. I wanted us to see how she thinks, how she lives, what she does. I hope it gives you some perspective about your life, your retirement savings and your relationship to money. Read More

Boost Your 401K in Your 50s and 60s with These 4 Simple Tricks
2 weeks ago

Boost Your 401K in Your 50s and 60s with These 4 Simple Tricks

If you are in your 50s and 60s and haven’t saved enough for retirement, there are 3 short words that will kill all of your future dreams… “It’s too late.” In reality, there is plenty that we can do in the years leading up to retirement to give our 401K a boost. We just need to know where to start! Read More

3 Money Topics to Discuss with Your Partner Before Retirement (#2 Could Save Your Marriage)
2 weeks ago

3 Money Topics to Discuss with Your Partner Before Retirement (#2 Could Save Your Marriage)

One of the most awkward topics of conversation in a relationship is money. It’s daunting, but once you learn how to talk about money, you’ll find different parts of your post-retirement life opening up…
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7 Reasons Why Having a Good Estate Plan Can Save Your Family After You’re Gone
2 weeks ago

7 Reasons Why Having a Good Estate Plan Can Save Your Family After You’re Gone

While death and taxes are the two certainties in life, no one ever expects their child to die before themselves. Yet life comes in different flavors. Here is a great example I always consider…

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4 Critical Topics to Raise with Your Financial Planner in the Final Years Before Retirement
4 weeks ago

4 Critical Topics to Raise with Your Financial Planner in the Final Years Before Retirement

Read any retirement planning book these days and one piece of advice will stand out – start saving early! Well, this is all well and good, but, the truth is that many of us are already in the final years before retirement…
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4 Retirement Crushing Mistakes We Make in Our 50s and 60s and How to Avoid Them
1 month ago

4 Retirement Crushing Mistakes We Make in Our 50s and 60s and How to Avoid Them

When we think about retirement planning mistakes, most of us think of things like “not starting to save young enough,” “taking on too much debt,” “not buying a house,” or “not saving 10%.” What these mistakes have in common is that they are all things that we do (or don’t do!) in our 20s, 30s and 40s. Read More

4 Major Red Flags that Could Spell Trouble with a Financial Planner in the Years Before Retirement
1 month ago

4 Major Red Flags that Could Spell Trouble with a Financial Planner in the Years Before Retirement

When we are in our 20s and 30s, most of us take a pretty random approach to managing our money (or not managing it as the case may be.) But, the older we get, the more we realize that we need unbiased, professional financial advice to prepare for retirement…
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Why You May Live to 120… and 4 Implications for Your Retirement Plan
2 months ago

Why You May Live to 120… and 4 Implications for Your Retirement Plan

One of the most important numbers that we need to consider as we build our retirement plans is our life expectancy. After all, our expectations regarding how long we are going to live influence everything…
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Life After Retirement: Is Health More Important than Wealth?
2 months ago

Life After Retirement: Is Health More Important than Wealth?

If you listen to the media, getting ready for life after retirement is all about how much money you can stash away. So, like squirrels, we run around, burying nuts all over the garden, hoping that they will last us through the winter. Then, when we reach retirement (or semi-retirement), we realize that money isn’t everything. Read More