retirement planning today

Financial Planning Today

This week I thought to refer you to an article that begins with the simple but universal statement “Retirement planning is a multistep process that evolves over time.” The reason I like this statement is that it relates to each of us, regardless of our age. Whether you are at the beginning stages of thinking about your retirement goals and how long you have to meet them, or you are about to begin to withdraw from your savings, planning is needed every step of the way. Call the office if you’d like to review your plan, I may have some

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women and retirement

Women and Retirement

“At a time when COVID-19 is generating massive financial uncertainty for individuals, companies, and societies, an important new report from Bank of America examines the unique saving and investing challenges facing women. It marks the launch of a new research series that applies a gender lens to financial behaviors.” Call us if you would like to discuss the financial behaviors that you have become comfortable with, but which may perhaps no longer create the best savings strategy for you. We have some ideas that may be of interest to you. READ FULL ARTICLE

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Civil Service

Federal Question

If you are a Federal civil servant employee and contemplating putting in your retirement papers this year, you may want to verify what your lifetime benefits will be, and how they are calculated. It isn’t just a question of age, which is how most of us think about retirement, it is a question of your years on the job. Take a look at this week’s article, it may help you to have a better understanding of what your financial situation will look like in retirement. Call us if you have any questions or to discuss ways you can supplement the

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financial terms

Help with financial terms

Have you ever found yourself in the middle of a conversation with a financial professional and realized you have no understanding of the meaning of the words he is using? We try to keep things simple around our office and go to great lengths to make sure that you understand what we are speaking about, but that doesn’t mean that others you may be dealing with in the financial community do the same. So I thought to share with you a dictionary of terms that you can keep on hand should you ever need them. (Thank you to the Insured

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