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The questionable health of the Social Security program is nothing new, but with the COVID pandemic the future of the program certainly remains in question. So what could this mean for those of you who haven’t filed yet or are expecting this income during retirement, well before you jump to change your social security strategy it’s likely that sticking with your original filing strategy is still the answer.
Read MoreCoronavirus has changed just about everything for just about everyone everywhere. Retiring is one of the biggest life changes most people will make, yet few plan for it properly. If you are retiring or thinking of retiring over the next 5 years here are 6 factors to consider and discuss as you plan for retirement.
Read MoreThe stock market is flirting with new highs, but the uncertainty remains. When it comes to dealing with the uncertainty of the markets, COVID-19, and the upcoming election cycle how are you doing? Let’s briefly reflect on the past couple months, look ahead and check in with ourselves…
Read MoreAs we enter Fall 2020, where will we go from here? When it comes to your finances how will you respond? Discover 3 steps you can take as we wait out COVID and enter the election season.
Read MoreFinancial success is unique to you. Your priorities and goals help define what financial success means to you. Here’s 4 principles that you can apply to help you get there.
Read MorePrior to COVID-19, you may have been thinking, or dare I say, planning your retirement. With Coronavirus dominating recent attention, our focus is drawn to the present and the thought of retirement may now be in the future. But let’s go back to that thought of retirement…
Read MoreThe Coronavirus Aid, Relief and Economic Security (CARES) Act brings new rules, different opportunities and relief for some. If you’re retired here are some of the ways it might impact you -
Read MoreIt's never too early - or late - to consider your retirement.
Read MoreIt’s often small shifts that can change our money habits for the good. It doesn't have to be completed, discover the five uses of money that you can focus on
Read MoreRetirement has become the major future event that most of us are anticipating and striving for, but did you ever slow down to answer – Why retire? What will you do? At what age, 65? Why not 60 or 70, or later?
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