Category: Retirement Planning
How To Plan For Retirement And Recession
Life is full of uncertainties, and none more so than the economy. As an affordable financial advisor in the Bay Area, I will tell you that the best way to prepare for a recession is […]
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4 Survival Strategies For High Inflationary Times
Inflation affects not just your pocketbook, but the way you manage your financial planning. As inflation increases, it can squeeze your income and take a bigger chunk out of your savings. Financial planning during times […]
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How To Preserve Your Retirement Plan Against Inflation
Retirement planning is not easy if you’re going at it alone and uninformed. There are many factors to consider when choosing how to spend your golden years, and inflation is one of the most important. […]
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Why Financial Planning Is Needed For The Baby Boomer Generation?
The number of Americans ages 65 and older will more than double over the next 40 years, reaching 80 million in 2040. The number of adults ages 85 and older, the group most often needing […]
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How To Plan For Long Term Care Costs In Retirement
There are 65,600 regulated long-term care facilities in the U.S. In general, seven out of every 10 people will require long term care. About 70% of seniors will need some type of care. And to […]
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Is Subscription-Based Retirement Planning Right For Me?
You only retire once, so the sooner you start planning, the better. These efforts should live under the umbrella of your holistic financial plan. A financial planning subscription model can provide people planning for retirement […]
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7 Tips On How To Leverage Your 401(k) As You Near Retirement
The pandemic forced three million US baby boomers out of the workforce and into retirement. Did you also know that four out of ten people do not have a retirement plan in place? Ouch! As […]
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Preparing To Retire? Some 401k Distribution Options to Consider
Having a clear plan in place can feel like following a rainbow to your pot of gold in retirement. If you have weathered the financial storms, you know what’s to follow if you have the […]
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Retirement Planning in Uncertain Times
The COVID-19 pandemic has shaken us all, undoubtedly leaving us with more questions than answers. What is happening in our world right now? What is happening in our country? How will the stock market respond? […]
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Can an Independent Financial Advisor Help With My 401(k)?
It’s not uncommon for folks with 401(k)s to feel a bit confused by some aspect of them, or even overwhelmed. You may need help choosing among the investment options your company offers (most provide choices […]
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