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Ensuring your hard-earned savings is there for generations to come.

Latest From Our Blog

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Should 70 Be The New Retirement Age

Traditionally, the socially accepted age of retirement has been 65, which was the age in which you can first receive your full retirement benefit from the Social Security Administration. Does it still make sense to continue to benchmark our appropriate retirement age with when we are to receive our social security benefits? As we continue to live longer as a society, can continue to retire in our sixties and be able to fund our lifestyles for 20 to 30 plus years? If you are on the verge of retirement I hope these are questions that have come up in your most recent visit to your financial advisor.

Retirement Planning
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Let’s Give Thanks for the Caregivers

Several years ago I went through the process of moving my parents from their home in Florida to an assisted-living facility near my home in the Cleveland area. As many of you know, this is no easy task and includes a sale of real estate; evaluating various senior communities; locating bank accounts, insurance policies, investments, deeds, wills, and powers of attorney; hiring movers; changing mailing addresses; and changing healthcare providers and medical insurance policies. Where do you find the time to take care of all of this and still take care of yourself?

Insights Retirement Planning
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Fund Your Perfect Retirement

For many people thinking about retirement, their biggest fear is running out of money while they are still alive. I have been working with folks to overcome this fear for over 30 years and here is what I have learned in as simple of terms as I can give you.

Retirement Planning
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Twenty Years Out

The National Association of Personal Financial Advisors (www.napfa.org), the association of Fee-Only financial advisors, recently announced the results of a survey of its members as to their top retirement planning advice for pre-retirees. The advice was structured for 5, 10 and 20 years out from retirement day.

Retirement Planning
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Ten Years Out

The National Association of Personal Financial Advisors (www.napfa.org), the association of Fee-Only financial advisors, recently announced the results of a survey of its members as to their top retirement planning advice for pre-retirees. The advice was structured for 5, 10 and 20 years out from retirement day.

Retirement Planning