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Learn More About Retirement
Interesting Facts You Need To Know About Life Insurance
Retirement is often seen as a time to relax and enjoy the fruits of your labor. However, it is also a time when your financial needs change. One of the areas where this change is most significant is in the realm of life insurance. Life insurance is a contract...
Traditional vs ROTH IRA 2023 Changes
One of the most critical decisions we face in retirement is choosing the right type of Individual Retirement Account (IRA). In 2023, two popular options continue to be the Traditional IRA and the Roth IRA. Both offer unique advantages and considerations, and...
Retiring In A Post-Pandemic World
We are primarily retirement planners, but oftentimes we find ourselves also wearing the hat of a life coach for our clients. One example is the impact that the pandemic had on people’s retirement plans. As Covid gets more in our rear-view mirror,...
Eight Mistakes That Can Upend Your Retirement
[vc_row][vc_column][vc_column_text] Hello there! As a Financial Planner, I’ve seen it all when it comes to retirement planning. Pursuing your retirement dreams is no easy feat, but making some common mistakes can make it even more challenging. So, let’s take a...
Ready for Retirement? Start with These 10 Questions
Are you ready for Retirement? In order to answer this question confidently, you'll need to consider a variety of different factors. To help measure your retirement readiness, assess where you stand on these ten crucial items. 1. Retirement Budget Do you know what your...
Navigating 4 Common Retirement Pitfalls
You may have heard a number of cautionary tales from your fellow retirees who have fallen into classic retirement pitfalls. Perhaps you, too, are wondering what financial traps may be lurking around the corner as you plan for your own retirement. The good news is that...
Does Your Portfolio Fit Your Retirement Lifestyle
If you are like many retirees, you may be wondering, "Can I truly have the life I dream of living in retirement?" This is an absolutely natural question to ask, especially because retirement can feel like an uncertain chapter of your life. Most retirement portfolios...
Balancing Real Life With Caregiving
You may be among the millions of Americans who serve as the primary caregiver for a loved one. 65 million American women, for instance, provided unpaid care for their children, family members, and elderly relatives in 2020. (1) If you are like many caregivers,...
Retirement Calculators
Ready for Retirement? Find out with the 5 Essential Retirement Calculators At The Retirement Solution, our hope is to provide you with the resources you need to feel confident as you enter your retirement years. We've created five helpful retirement calculators to...
Social Security: The Elephant in the Room
If you are like the millions of Americans approaching retirement and navigating the social security system, you may be wondering: How much will my Social Security income benefit be? How do I maximize my benefits for my spouse and myself? When should I begin...
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Providing for family, spending time with grandkids, traveling. You shouldn’t be wasting your golden years worrying about electric bills or the balance of your checking account. We’ve helped hundreds of people retire confidently and we can’t wait to do the same for you.
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