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Financial Services

5 Financial Planning Tips for Retirement

As if there weren’t enough plans you have to make for retirement, don’t forget to account for tax payments. Even seasoned retirement advisors can forget about tax liability - exposing themselves to financial risks and hardships during what should be the golden years. As a retiree or someone close to retiring, use these financial planning tips to stay financially secure leading up to retirement and far into the future. Accurately Estimate Tax Payments Whether you plan on living off of a pension, Social Security benefits, individual retirement accounts, or some other source of income, you need to look at the big picture....

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How to Make Sure Your Retirement Planning Covers Healthcare Costs

The combination of losing steady income, and incurring more healthcare costs as you age, is one that strikes fear into the hearts of many retirees. With a fixed income and the need for more frequent care, you may wonder how you’ll pay your medical bills. Even in great physical health, there may come an emergency that sets your budget back. Thankfully, you can enjoy your golden years without fearing healthcare costs. Here’s how… Accurately Calculate Healthcare Costs Many retirees find themselves in difficult positions because they fail to plan for just how much healthcare will cost. Most companies pay about 75 percent of...

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How to Know When You Can Afford to Retire

It’s a long journey across your professional career to the promised land of retirement. One of the big questions you face is whether you’re finally ready to make the transition. Individuals have to decide when they’ve achieved their professional goals but also when their retirement income, pensions, and social security will be enough to live on for the rest of their lives. Knowing where you stand can help you make smart, informed decisions. Ready? Let’s dive in… Know Your Destination What are you looking for in retirement? Are you planning to load up the RV and drive cross country? Are you looking forward to getting away...

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Are Retirement Planning Tools Really Helping You?

If you are looking for advice or tools to help with retirement planning, the internet provides you with calculators, savings planners, and web retirement skills. Online tools can be extremely beneficial for your retirement planning, but you should use them with caution. Some will offer assistance and guidance through the process, while others may end up being a scam. It is important to conduct a detailed search in order to find the best retirement planning tools for your situation. Pros and Cons of Using Retirement Planning Tools: No Negative Feedback or Judgments Trying to plan your retirement with a financial planner can be...

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It’s Never Too Early to Begin Retirement Planning

Graduating from college and entering the workforce can be stressful. As you are working to kick off your career, the last thing on your mind is retirement planning. However, it’s wise to start thinking about the future and planning for your retirement as early as possible. There are several benefits to planning early, including having more savings ready for your retirement once the time comes. Ideally, you should start saving for your retirement in your twenties. This time of life generally offers the most flexibility and chances to save. By the time you start building a family or taking your career...

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