Should You Plan to Retire on 80% of Your Income?

Examining a long-held retirement planning assumption. A classic retirement planning rule states that you should retire on 80% of the income you earned in your last year of work. Is this old axiom still true, or does it need reconsidering?

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Will You Avoid These Estate Planning Mistakes?

Too many wealthy households commit these common blunders.  Many people plan their estates diligently, with input from legal, tax, and financial professionals, but…

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Charitable Lead Trusts Can Reduce Taxes

How they work, how they may help you reduce taxes. Are you concerned about the inheritance taxes your heirs may have to pay? Then you may want to consider creating a charitable lead trust…

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Transfer on Death or Living Trust?

A look at two basic methods for shielding assets from probate. How do you keep assets out of probate? If that estate planning question is on your mind, you should know that there are two basic ways to accomplish that objective…

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Comprehensive Financial Planning: What It Is… Why It Matters

Your approach to building wealth should be built around your goals & values. Just what is “comprehensive financial planning?” As you invest and save for retirement…

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Dealing With Sudden Retirement

How ready are you? What if you are laid off or forced into retirement before 65, or even before 60? If that happens to you, what do you do in response now that the next phase of your life is starting sooner than you planned?

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Retirement Blindspots

Some life & financial factors that can be overlooked. We all have a “blue sky” vision of the way retirement should be, yet it helps to plan for retirement with a little pragmatism. Fate may alter the course of our retirement in ways we do not currently anticipate…

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