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Retirement Income Sourcing

Where will your retirement income be derived? For most people, Qualified Retirement Assets, Social Security, and personal savings and investments are expected to play a role.  Have you considered how your retirement assets will be taxed?

Estimating the amount of money you need for retirement is part of proper planning.  Also, a sound approach involves taking a close look at your potential retirement income sources.



Dreaming Up an Active Retirement

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?
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Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
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For more information, send us a quick email or call us.  

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FREE GUIDE: THE SECURE ACT

The SECURE Act changed the rules for retirement accounts and investing. Are you aware of how this may affect your investing strategy? Get all the details here in our free ebook.
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