Most Americans rely on savings plans such as a 401(k), 403(k), or IRA to satisfy their financial needs post-retirement. It can be extremely challenging to balance expenses and maintain savings for individuals with low-income jobs; thus they ultimately decide to opt out of contributing towards their plan. Such individuals face numerous financial responsibilities such as…

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401(k) accounts are a great nest egg that you spend years contributing towards and finally reap the benefits of post-retirement. When you sign up for a 401(k) with your current employer, the process is simple; contributions from your monthly earnings are automatically deducted and charged towards the upkeep of the plan. For many individuals, this…

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Retirement Income Planning

  People of all ages struggle with money because they are unknowingly focusing on the wrong things… Don’t get me wrong… I’ve spent 16 years helping people with the mathematical aspect of money, and getting that right is crucial. However, most of the money “issues” I’ve seen come from people trying to solve mental, emotional,…

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Older Couples Retirement

The “new” retirement assumes you’ll live another 20, 30 or 40 years in “retirement.” And, you can create what that looks like for you in MANY different ways. What does YOUR ideal retirement look like? What does retirement mean to you? If you’re in a relationship, does retirement mean the same thing to you as it…

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