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Retirement Planning Mistakes – Part 2

This is the second in a four-part series of articles on Common Retirement Planning Mistakes.  In our previous post in this four-part series on retirement planning, we talked about the common misconception only wealthy individuals need to engage the services of a retirement planning professional and how not doing so could be a very costly...
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United States White House

“The Secure Act” – Is Congress Coming for Your IRA?

An Opinion piece in the Wall Street Journal the other day detailed "The Secure Act", a new law being considered in Congress, that has tremendous implications for any person's retirement plans. We thought you all might find interesting and informative and you can find the original article here (paid Wall Street Journal account required to...
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Common Retirement Planning Mistakes – Part 1: Only the Wealthy Need a Plan

This is the first of a four-part series of articles on Common Retirement Planning Mistakes.  Preparing for retirement these days presents a number of complex challenges. There are five primary factors that need to be taken into consideration when developing and managing your retirement strategy: Taxes Healthcare (insurance) Estate (legacy) Investment Income. Each of these...
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