Families in Retirement
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Resources built to guide you through your later years.
Every good financial plan leads to retirement. But what happens when you get there? The path during retirement is filled with questions and uncertainties. I want to address as many of the difficult questions as possible. Part of the goal of the content in this section is to help aid you this way.
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What Smart Investors Know
Savvy investors take the time to seperate emotion from facts.
The Charles Schwab Guide to Finances After 50
This easy-to-read Guide to Finances After Fifty provides clarity in an increasingly complex financial world. Perhaps, it will answer some questions you have. Perhaps, it will pose some questions you haven’t thought about. While we are living longer than ever, we are faced with an overwhelming range of advice from “experts” on how to navigate finances after fifty. This book is the result of decades of experience in advising clients and an update to the Charles Schwab book You’re Fifty- Now What? Investing for the Second Half of Your Life.
Solo 401(k) in a Nutshell
Adam Bergman performs an outstanding job of making this well-kept secret understandable. Solo entrepreneurs have a valuable, little-used tool to grow their retirement by understanding and choosing the right type of retirement plan.
Encore Careers: Push Your Boundaries
Do you want to do more in retirement aside from relaxing and catching up on hobbies? With Encore Careers you could push boundaries, try new things, and give back in countless ways.
Client Event 2020 – Bruce Bruinsma on The Retirement Reformation
Bruce Bruinsma on The Retirement ReformationAnna's 2020 Digital Client EventEvery year we look forward to hosting our clients for a one night event, in celebration and care of our relationship. While 2020 has certainly presented some challenges, we decided not to let...
What Our Kids Can Teach Us About Saving Money
Every generation handles saving and retirement differently.
Can you guess which generation is best at saving?
And the executor is…
Who do you trust to manage your money, pay your debts, and distribute your assets to your beneficiaries as stated in your will? This is a question that every person should be able to answer and it is a question that is taken seriously when it comes to yours and your families financial future and stability.
Put It in a Letter
Most people don’t spend too much time thinking about their own funeral, and yet many of us have a vision about our memorial service or the handling of our remains. A letter of instructions can help you accomplish that vision. Let’s take a look at what a letter of instruction is and how to create one.
Caring for Aging Parents
Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over the age of 60 is growing. Meaning that the number of people caring for aging loved ones is increasing as well. The shifting of roles from “being taken care” of to “taking care of” can be challenging. Read about how you can strategize and be prepared to have the conversations necessary to make a smooth transition.
The SECURE Act
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a change in strategy for many Americans. For others, it may reveal new opportunities.