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Think about whether you plan to include any charitable giving to meaningful causes. Make sure your wishes are clearly written so that your plans can be realized. My wife and I have recently collaborated with our financial advisor to create both an estate plan for charitable giving as well as ...
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These coastal cities offer affordable beach living and many of the amenities retirees need. Kathleen PeddicordApril 17, 2025 About the Social Security Administration It’s been in the news lately, but what exactly does the Social Security Administration do?
Julie PinkertonMarch 24, 2025 Stocks Still Trading Below COVID Lows These stocks have never recovered from the pandemic-fueled bear market. Wayne DugganMarch 24, 2025 Growth and Value Stocks Each style of stock has its place in investor portfolios, though weighting may nee...
I just had to plan things step by step. I funded my early retirement by selling my house. We built it 20 years before and we realized with the value of it, and some other financial fiddling, we could fund our adventures overseas.
Some workers will decide to put off retirement for years so that they can collect a larger monthly benefit from Social Security or stay on their company’s health insurance plan until they’re eligible for Medicare. However, with some proper planning andhelp from a financial advisor, you could...
"There has been a shift, [and] the biggest one has to do with the perception of what is retirement," said Rebecca Hall, an advisor with financial planning firm Ameriprise. "Now the conversation is, 'When is that point in time when I can do something different' -- that idea of semi-...
I take care of a variety of clients, but I have found that my services are best suited for people at or near retirement. As an independent Michigan Financial Advisor, I can work with you to find you quality solutions to meet your goals, needs, and objectives. Let's discuss your ideal ...
Your advisor will then help you with all of the smaller details and the best plan to help you reach your goal. By following these four steps, you’re well on your way to being prepared for retirement. Now that you understand a little bit more about the retirement numbers you are looking...