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Tag: retirement planning

How to Retire Using Pension and Social Security

Financial planner in Winter Garden, FL

Can I Retire at 60 with $1.5 Million?

Being able to retire at 60 with $1.5 million is a dream for many people. While 60 is a little early, you may be getting fed up with the corporate rat race and ready to be done. You may also be nearing a point where your ability to continue saving is less impactful than the…
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How to Retire with Confidence: A Financial Case Study

Today we will look at a financial case study that offers proof of financial planning’s importance and why it should be a priority. You will also find five key steps to consider for your financial and retirement planning.

How Does Inflation Impact My Retirement?

Inflation is currently a hot topic. Many are concerned about how inflation affects their retirement planning. Be prepared by understanding how inflation helps guide your financial planing.

when do I have to take the required minimum distributions

When Do I Have to Take the Required Minimum Distribution?

Understanding the required minimum distribution rules and when you have to take it are essential to your financial planning.

Financial advisor Orlando, fl

How to Handle Financial Chores

Just like doing laundry, there are certain financial chores that should be revisited regularly. Here are the top 3 financial chores to keep you on track.

Investing near retirement

How to Invest Near Retirement

As you get closer to retirement, you want to make sure you have a sound investment strategy. This process will help you map one out based on your financial goals and needs.

How does Medicare work

How to Understand Medicare

How to understand Medicare and all its different parts can be quite confusing for someone who is close to 65 and not on a plan. Get a high-level look at the differences and what they mean to you.

How to pay for long-term care

How to Pay for Long-term Care

Aging is not the first thing people think of when they think about retirement. If not planned for, it can be a burden. Long-term care is inevitable for most of us. Learn the options for how to pay for your long-term care if the need arises.

How much income do I need to retire

How Much Income Do I Need to Retire?

Plan ahead for your retirement income needs with these 3 easy steps. When completed, you will have a baseline number for the amount of income you will need in retirement.