How to Choose a Financial Advisor

Selecting a financial advisor is an important process, but a process that can feel overwhelming to many individuals. You may have questions like: What is a fiduciary? What services am I looking for? What credentials are important? How is the advisor being paid? Is the advisor independent or part of a larger organization?   …

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How Much Do You Need to Retire?

Retirement is a big decision for many reasons. “What am I going to do with my time?” “What lifestyle to do I want to live?” “Where do I want to live?” These are important questions, and they all have an impact on another big question: “How much do I need to retire?”     …

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One of the most popular questions we get from our clients who are nearing retirement is “When should I start taking my Social Security retirement benefit?” This is such an important question to ask, and the answer is complex and very personalized.      Historically, full retirement was age 65 for most pensions and…

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One of the most common questions we receive from clients or prospective clients prior to retirement is “How do I generate an income stream from my portfolio?” There are different strategies you can use, and each has different considerations and implications to weigh before implementing. Below are brief descriptions of three of them.    …

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