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
Social Security Myths Debunked
There is a lot to know about Social Security – and a lot of misinformation about it. Today Jon and Karyn sort out what the truth is and what the myths are about this nearly universal program.
Stability Grows for Emerging Markets
Thirty years ago, developed markets were seen as much more stable than smaller, emerging countries. But as political division and uncertainty permeates the West, the differences have faded, and emerging markets (EM) have shed the high-risk perception that accompanied foreign investment.
Sound government situations, conservative monetary policy and lower levels of debt were once staples of developed markets, while EMs posed higher risks with regard to politics and central bank policies. EM countries have evolved, along with their institutions and policies, while populist politicians have gained prominence in the West by touting the benefits of isolationism and protectionism.1
Four Areas of Retirement Where Professional Advice Can Be a Difference Maker
If you look on the internet, you can find step-by-step instructions to do almost anything. But what about retirement planning? You can get a lot of information but putting the final plan together is something best done with professional help and guidance. Today Jon and Karyn provide four areas where a financial pro can be most valuable in getting things in shape for your post-working years.
Four Pathways to Retire with Confidence
You may be getting near the finish line and set to retire. But are the investment decisions you have made the right ones for you? Jon and Karyn look at four strategies which explore retirement expenses and ways to address them, to protect against unnecessary risks and allow the right growth pathways for that valuable nest egg.
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Are You Taking On Enough, Too Much or the Right Amount of Risk?
Risk is a necessary element of any retirement plan – because investing in things like stocks which can decrease in value can also give you big increases. Today Jon and Karyn talk about how to manage the risks involved to your own tolerances to give you the right plan with the right amount of risk so that your money will be there whenever you need it.
Defend Your Retirement From Sneak Attacks
What sneak attacks could try to derail your retirement plans? Well, some include long-term care and other health costs, or kids coming back home as adults. Jon and Karyn discuss these and a number of other things which could throw your retirement plans for a loop if they are not addressed or planned for.
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.
