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  • Middle age, mix-raced couple sitting happily infront of their home.

Financial Planning in your 50’s

By Allyn Hughes, CFP®, ChFC®, CLU®, CAP® For many, their 50’s is a feast or famine period. On average, household incomes for people in their 50’s are higher than previous working years. Successful couples are likely at or near the height of their earning capacity. Many in their 50’s a
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  • Happy sophisticated senior couple celebrating golden anniversary at a fancy restaurant.

Retirement income withdrawal strategies

By Anh Thu Tran, MBA Turning savings into income The decline in company pensions has resulted in more and more Americans becoming personally responsible for funding their own retirement. Countless articles have been written to help workers save adequately for this impending phase of l
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  • 401 statements with amounts from employee contribution and employer matching

Make the most of employer-sponsored retirement plans

By Gary Brooks, CFP® As we draw closer to the end of the year, many employees will soon get emails from Human Resources reminding them about open enrollment for 2018 benefits. For many, one key benefit is access to an employer-sponsored retirement plan, such as a 401k, 403b or 457. Wh
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  • Young adult son loading a box into his car as he moves out of his parents' home

Loan from Bank Mom and Dad: A Win-Win Situation

By Gary Brooks, CFP® In most cases, I encourage parents to make sure that they are fully funding their retirement savings before giving financial support to children for college, a down payment on a home, or other reasons. But there are certain opportunities where using funds from the
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