Retirement Planning Steps

The retirement models that we may be familiar with — our parents, already retired coworkers, retired friends — may not work for us. Why? Many of us are the first group to reach retirement and live in retirement as long or longer than we worked.   As such we enjoy...

Annual Checkup

No matter how much time you initially spent putting your financial plan together, make sure you review it annually. Make sure you do it at about the same time each year so you have a comparison without accounting for seasonal fluctuations. Evaluate your progress...

Fourth Phase of Retirement

2nd Through 15th Year Once you have transitioned into retirement and gotten accustomed to your retirement spending routine, the issue of how to deal with debt becomes important. First, short-term debt should have been retired, whether it is credit card debt, auto...

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