You’re Being Robbed … You Just Don’t Know It

taking money from someone's pocket

For retirees especially, inflation risk should always be a top concern in your financial plan. If you’re wondering whether you should be concerned about rising inflation and what it could do to your purchasing power in retirement, the answer, of course, is yes. And not just right now, but always. Inflation has been a hot…

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How Life Insurance Fits into a Retirement Plan

Thinking by the computer

While some may view life insurance as a simple way to replace income or cover final expenses, there are many benefits to considering it as an important part of a broader retirement plan.   Congratulations, you’ve reached your golden years! Or maybe they’re just on the horizon. Either way, the end of the working era…

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It’s Not Too Late to Make These 3 Retirement Moves

couple at computer

It’s Not Too Late to Make These 3 Retirement Moves If you wish you’d started saving for retirement earlier, you’re in good company. But don’t be discouraged. Start from where you are right now, and craft a plan to set yourself up for a comfortable future. To get you started, here are three things you…

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7 Financial Don’ts for Every Millennial

Here are the seven things that millennials should absolutely stop doing to get their financial plans on track. How time flies. The oldest millennials are turning 40 this year, a big milestone for many reasons – including financial planning. Despite working through the Great Recession and the COVID-19 pandemic, many millennials are making solid strides…

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9 Life Events that Require You to Revise Your Budget

life events

Your life is always changing. Is your budget keeping up with the times? Most of the time, when I tell a client to draw up a budget for their personal finances, they look at me as if I just insulted their grandmother. But, writing a budget and sticking to it is one of the most…

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Here’s the trick to buying a new house while selling the old one

selling house

Some good planning and the right strategies can help you get the timing right on the sale and the purchase Selling your house and buying another home at the same time is the ultimate feat in multitasking, and it comes with a tricky timing challenge. If you have a mortgage on your current home and…

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