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Tag: retirement

246 results found
episode

Can This Annuity DESTROY Your Retirement?

Updated: May 15, 2025

You may have heard of life insurance or annuity products that track the market – maybe you even have a…

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article

Can This Annuity DESTROY Your Retirement?

Updated: June 18, 2025

You may have heard of life insurance or annuity products that track the market – maybe you even have a…

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article

Which Career Fields Max Out Their Investments the Most?

Updated: March 17, 2025

As financial advisors, we’ve noticed that some career fields have a much higher income and ability to maximize their retirement…

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article

I’m Investing 25%, But I’m Still Not Maxing Out My Investments!

Updated: June 18, 2025

Step 6 of our Financial Order of Operations is to maximize your employer-sponsored retirement plan(s). If you can invest 25%…

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article

Americans Are Retiring With Only $$$,$$$ (The Number Will Shock You)

Updated: March 17, 2025

Retiring Americans don’t have much at all saved for retirement – and here’s the age most Americans reach millionaire status.…

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episode

The IRS Just Changed the Rules About 401(k)s (What You Need to Know)

Updated: April 1, 2025

The IRS just announced they are delaying a change to 401(k) contributions to 2026. Here’s what changes are going into…

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article

The IRS Just Changed the Rules About 401(k)s (What You Need to Know)

Updated: March 28, 2024

The IRS just announced they are delaying a change to 401(k) contributions to 2026. Here’s what changes are going into…

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article

Is $1,000,000 Still Enough for Retirement?

Updated: March 17, 2025

Is $1 million enough to retire? In this highlight, we’ll discuss how much you may need to retire and why…

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article

Why Invest in Taxable Accounts When There Are Ways to Access Funds Before Age 59?

Updated: June 18, 2025

Even for those retiring early, there are ways to access tax-advantaged accounts early. If you can do this, is there…

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article

Is This Retirement Investing Strategy Smart?

Updated: March 17, 2025

Index target date funds are made of indexes that you can add to your own portfolio. Is it a good…

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