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Are you ready for retirement?

Retiring in 5 years

As you approach your retirement it is important to have a firm grasp on what your income stream will look like, what your tax obligations will be and what accounts you should draw from first, second, third. On top of the logistics, this is a time to consider how you will find fulfillment in this new chapter. We can help.

Retiring in 10 years

You still have time to add growth to your retirement savings. Properly investing your income and utilizing financial vehicles such as life insurance, annuities, asset allocation and tax management can help to position you and your family for a comfortable retirement while ensuring you leave the legacy you want to leave.

Retiring in 15 years

Though your retirement may feel like a distant or intangible goal, we all know how time can fly. Setting up a plan for the rest of your career and learning how you can make your hard-earned dollars work for you now and in the future is an opportunity not to be passed up. If you are considering your long-term plan and what you can do to save as much as you can, grow as much as you need to and pay as little in taxes as you have to, then we should chat.

Read Articles and Listen to Radio Shows that Discuss Retirement Planning and More

Protect Your Retirement From Sneak Attacks

April 12, 2019

Unexpected developments can derail your retirement assets – things such as kids living at home longer than anticipated, the rising cost of both college (for the kids) and long term care (for parents, or maybe yourself). Not to mention that today’s retirement strategies are different than those of a generation ago. Jon and Karyn go over these and many more scenarios that your plan should take into consideration as retirement draws closer.

Don’t Leave Your Long-Term Care Plan to Chance

April 2, 2019

According to new research from Genworth, one of the nation’s leading long-term care insurance companies, Americans are both entering caregiver roles and requiring care at younger ages.

Fixing Eight Common Money Mistakes

March 31, 2019

Allocating enough for medical expenses, paying too much in fees, making the right investments – all of these and more could cost you when it comes to building a retirement nest egg. Jon and Karyn go over the most common mistakes when it comes to retirement finances and how to either fix or avoid them, so you can rest easy when it comes to your money.

Eight Retirement Money Assumptions

March 17, 2019

In planning for retirement, certain assumptions must be made in accounting for income, investments, longevity and the like. Today Jon and Karyn talk about the things which need to be taken into account and how to be sure they are well supported and applied the right way for any appropriate situation.

Moving Up Your Retirement Date

March 10, 2019

Many people would love to be able to retire sooner than later. If you are one of them, Jon and Karyn have nine strategies designed to help get you in a position to do just that.

Pros and Cons of Municipal Bonds

March 5, 2019

U.S. stock markets were enjoying an eighth consecutive year of a bull market until volatility toward the end of 2018 erased all of the past year’s gains.1 In times like this, as share prices continue to bounce back and forth on a day-to-day basis, investors close to or in retirement often transition to more conservative investments. One option is the municipal bond market.

Are you ready to secure your envisioned retirement?

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Have a conversation with one of our advisors to learn how to leverage these tools, learn about our five pillar planning process, get started on a path to a more confident financial future. 

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