July 2023

You Only Live Once

You may have heard the adage “you only live once” as it applies to pursuing opportunities and taking risks. But what does this saying really mean? While we agree that “you only live once”, you could also take it to mean that you should think wisely and avoid mistakes.  Preparing for retirement is not a

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Safety is Key

We found an article recently from AARP that might interest you. It referenced a “safety-first” approach, which is something we have always believed in. The idea is to cover all of your essential expenses with guaranteed sources of income, meaning sources like Social Security, pensions, and annuities that pay you an income you can’t outlive.

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working into your 70s young and older employees

Working Into Your 70s

Should You Continue to Work Into Your 70s? An ever-growing number of Americans have been working past the traditional retirement age. Either because they can’t afford to retire sooner (an unfortunate possibility) or by choice. It does come with some benefits if you continue working into your 70s. Today, we’ll discuss some possible reasons why

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Stash your cash

Stash Your Cash

Whether you are approaching retirement age or are decades away, you need to be thinking about what the safest place is to keep your money. Too many times retirees are left empty-handed because they put all of their savings into a risky investment, or failed to ensure they had the risk tolerance to absorb market

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