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Our Blog2024-04-11T17:17:24+00:00

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Warren Buffet’s Retirement Tips

Warren Buffet, one of the world's wealthiest individuals and a renowned investor, has shared valuable insights into retirement planning. His strategies have resonated with many seeking to secure their financial future. Let's delve into Warren Buffet's retirement tips and how they can shape your retirement plan. Paying Down Credit Card Debt Even though Buffet is a renowned investor, he has [...]

April 29th, 2024|Investing, Retirement Income|

Retirement Strategy Tips for 50-Year-Olds

Retirement strategy varies based on where you are in life and how close you are to retirement. And your 50s are an important time when it comes to retirement. You may not realize this, but it is one of the most important phases of your pre-retirement journey. If you’ve come looking for retirement strategies for 50-year-olds, 55-year-olds, or anyone in [...]

April 22nd, 2024|Retirement Income, Retirement Planning|

Do You Truly Understand Your Risk Tolerance?

You have probably heard advice that looks something like this when it comes to retirement: As you approach retirement, you should shift your investments and investment strategy to be less risky. But what if that isn’t always the best advice? Are there situations where you can still be aggressive in your retirement investments as you approach retirement? What if high-risk, [...]

January 22nd, 2024|Financial Planning, Investing|

Do You Understand How Your Retirement Accounts Are Taxed?

One thing many people don’t pay much attention to is how their retirement accounts are taxed. People treat retirement as a simple equation that looks like this: Put money in now → Get money out later. But it’s not that simple! There are a lot of intricacies and strategies for getting as much as you can out of your retirement [...]

January 15th, 2024|Retirement Income, Tax Strategies|

5 Financial Mistakes Your Kids Could Be Making That May Affect You

As you approach your retirement, you may find that your children are starting or are well into their careers. They might be in a position to start saving and planning for their future financial security. But keep in mind that they might not necessarily have the financial know-how that you do! Here are some big mistakes younger people can make [...]

January 8th, 2024|Financial Planning|

Have a Strategy for Your Family’s Finances

The holiday season brings families together, sharing joy and creating memories. However, it also serves as a reminder of the financial thread that binds you and your loved ones. If you're unfamiliar with how your financial strategies and goals relate to those of your family, the holidays could be an ideal time for a discussion. Your family might be open [...]

January 1st, 2024|Financial Planning|

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