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Retirement Planning for the Long Run Thumbnail

Retirement Planning for the Long Run

New retirees quickly realize that they’ve got much more time to play 18 holes at the country club or book that week-long get-away. And all these additional activities equal more money coming out of your bank account. In fact, we’re finding that many of our clients require closer to 100% of their pre-retirement income for retirement living.

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Understanding How Your Social Security Benefits Are Taxed Thumbnail

Understanding How Your Social Security Benefits Are Taxed

As you approach retirement age, it is crucial to have a comprehensive understanding of how your benefits will be taxed. Social security taxes can be complex and confusing, but with the right knowledge, we can help you make informed decisions to minimize them. In this article, we will demystify social security taxes and explore how they affect both retirees and working individuals.

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Financial Freedom in Retirement: Discover the Top 6 Methods to Safeguard Your Finances for a Worry-Free Future Thumbnail

Financial Freedom in Retirement: Discover the Top 6 Methods to Safeguard Your Finances for a Worry-Free Future

Retirement is a time that many people look forward to. It's a period of relaxation, exploration, and enjoying the fruits of your labor. However, without proper financial planning, retirement can quickly turn into a source of stress and worry. In this article, I will share with you the top 6 methods to safeguard your finances for a worry-free future, ensuring that you achieve financial freedom in retirement.

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Is the Bear Market Over? 📉🐻 Thumbnail

Is the Bear Market Over? 📉🐻

No doubt, 2022 was a painful year in the stock market. From January through October, the S&P 500 was down 25%. It recovered slightly in the 4th quarter to end the year down about 20%. This was one of the worst years since the Great Financial Crisis of 2008. The market reacted sharply to the Federal Reserve increasing interest rates at a rapid clip. Now that inflation seems to be easing, are we out of the woods yet?

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The TD Ameritrade and Schwab Merge: A Beneficial Union for Our Clients Thumbnail

The TD Ameritrade and Schwab Merge: A Beneficial Union for Our Clients

As a wealth management firm, we understand that our clients value stability, reliability, and the assurance that their financial investments are in safe hands. With the recent merger of TD Ameritrade and Schwab, we recognize the concerns that might arise. However, we firmly believe that this union brings a multitude of benefits that will enhance our clients' investment experience and contribute to their long-term financial success. In this blog post, we will explore why the TD Ameritrade and Schwab merge is actually advantageous for our valued clients.

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