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Tips to Navigate Wealth Transfer
Losing a loved one can be an emotionally challenging time, and dealing with the financial aspects of an inheritance can add an extra layer of complexity to an already difficult situation. Here are some key considerations to help you navigate this process. Don’t rush: It’s important to remember that you don’t have to rush into making financial decisions regarding your [...]
Protecting Your Wealth in Retirement and Beyond
As you look forward to enjoying the fruits of your labor in retirement, you probably want to ensure that the money and assets you’ve built up over the years are safeguarded. One aspect of retirement planning that people tend to forget is wealth protection. Failing to implement a robust wealth protection plan may lead to a depletion of your savings [...]
Warren Buffet’s Retirement Tips
Warren Buffet, one of the world's wealthiest individuals and a renowned investor, has shared valuable insights into retirement planning. His strategies have resonated with many seeking to secure their financial future. Let's delve into Warren Buffet's retirement tips and how they can shape your retirement plan. Paying Down Credit Card Debt Even though Buffet is a renowned investor, he has [...]
Retirement Strategy Tips for 50-Year-Olds
Retirement strategy varies based on where you are in life and how close you are to retirement. And your 50s are an important time when it comes to retirement. You may not realize this, but it is one of the most important phases of your pre-retirement journey. If you’ve come looking for retirement strategies for 50-year-olds, 55-year-olds, or anyone in [...]
Navigating the Distribution Phase of Retirement
It's a common misconception that once you've padded your 401(k) with a hefty sum, your retirement planning is all set. In reality, having a well-funded 401(k) is just one piece of the retirement puzzle. As you approach your golden years, there are still steps you can take to improve your financial life after you've saved up a reasonable nest egg. [...]
Don’t Make These Common Estate Planning Mistakes!
Estate planning is an essential component of comprehensive financial planning. It ensures that your legacy is passed down according to your wishes and potentially preserves wealth for generations to come. Crafting a well-organized estate plan can be complex, but it may be a crucial step for those who have worked hard to build their assets and wish to see them [...]
Your Retirement Strategy Can Help Create Generational Wealth
If part of your retirement plan involves leaving money for your family and supporting them financially after you pass away, then you want to make sure that you do it right. Complications with wills, trusts, and your wishes can lead to a lot of legal headaches and difficulties for your children. In this article, we’ll take a look at some [...]
Answers to 5 Questions About the Gift Tax Exemption
The gift tax exemption is the key financial tool that can help you preserve your estate for generations to come. If you’re at risk of exceeding your state’s estate tax exemption limit, by gifting your estate—or portions of it—while you’re alive, you can avoid the hefty estate tax on whatever you decide to give to your heirs. This article delves [...]
Do You Have What You Need To Plan For Retirement?
Take Our StayRetired™ Planning Quiz
Our quiz is meant to prepare you for our planning process. By answering our short quiz, you’ll know what you already have prepared and what you may need to think on before we begin crafting your perfect plan for retirement. If you’re unsure on any of the questions, that’s fine – just answer honestly, and we’ll fill you in on what you need to know.
