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Planning Your Summer Vacation & Your Retirement

If you’re heading out on a road trip this summer, there’s a long checklist of items that you want to be sure you haven’t forgotten. And in retirement planning, some of those exact same items need to be addressed. Let’s look at some of the items that should appear on both your road trip checklist and your retirement planning checklist.

Lies We Tell Ourselves

Let’s explore some of the financial lies people tell themselves, and some of the consequences that go along with them.

Phasing Into Retirement – Is This The Right Decision For You?

For many people there’s an uneasiness about quitting their job cold turkey and stepping into retirement. But retirement doesn’t mean that you have to stop working, and it certainly doesn’t mean you have to stop being active. So this week, Isaac will give you three important tips on how to prepare for this transition.

Withdrawals From Retirement Account

It can be a new and overwhelming experience transitioning from paychecks to taking money out of your retirement accounts. Let’s go over some of the best withdrawal strategies and rules of thumb.

Where Do You Stand? Part 3

Wrapping things up in our series on the three distinct mindsets of pre-retirees, let’s look at what you should be asking yourself if you’re thinking, “I know I have enough money to retire.”

Where Do You Stand? Part 2

Continuing our series on the three distinct mindsets of pre-retirees, let’s discuss what questions you should be asking if you think you have enough money to retire, but aren’t quite sure.

Where Do You Stand? Part 1

When it comes to retirement planning, people tend to have one of three distinct mindsets. This week, as the first episode in a three-part series, we’ll discuss the first of those mindsets. What can you do if you’re nearing retirement age and you just don’t know if you’ll have enough money, or you just don’t know where to begin?

Uncommon Sense – Mental Mistakes To Avoid

Common sense is not quite as common as you might think, especially when it comes to your finances. Let’s talk about three areas where people tend to do the opposite of what is in their own best interest, and what you can do to avoid those missteps in the future.

Common Beneficiary Mistakes

Many people think that because they have a handful of legal documents in place, their legacy plan is complete. However, there are some small, commonly missed details that you’ll want to be aware of to make sure that your money is being passed down in exactly the way you intend.

2019 Retirement Checklist – Part 2

For Part 2 of this series, we’ll cover four more items that you should be making sure to discuss with your financial advisor to kick off the new year right and on track to reach your retirement goals.