Pre-Retirement Planning Guide – Legacy Planning

November 1, 2024 | 0 views

Step 6: Looking to Legacy Planning to Address Future Needs of FamilyHow do you want to be remembered? People often view their legacy as a way of disseminating assets to charitable venues to be remembered as passionate and generous supporters....

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Pre-Retirement Planning Guide Estate Plan

October 1, 2024 | 0 views

Step 5: Estate PlanThe value of an estate plan is twofold. Yes, you want to pass your assets on to heirs in a seamless and tax-efficient manner. But it is also a roadmap to help your heirs understand the full...

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Pre-Retirement Planning Guide Health Plan

September 1, 2024 | 0 views

Step 4: Putting Together a Health PlanPlanning for healthcare in retirement is a tricky business. Some hardcore smokers live past 100, while some hardcore exercise and fitness gurus drop dead in their sixties. You just don’t know – which is...

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Pre-Retirement Planning Guide Younger Adults

July 1, 2024 | 0 views

Step 2: Clarify GoalsYou’re never too young to start a bucket list. That’s because some things (such as bungee jumping) you probably want to knock out in your twenties. Women may want to have children before their forties – that...

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Pre-Retirement Planning Guide

June 1, 2024 | 0 views

Step 1: Develop a BudgetOnce you are truly good and retired – no phase-out, no gig jobs, no income-earning hobbies – most people end up living on a “fixed income.” While that income may fluctuate somewhat based on cost-of-living increases...

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