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Managing Growth and Income in Your Retirement
Congratulations on reaching your retirement! However, the journey doesn't end here; it's time to start building income strategies to ensure financial security throughout your golden years. Balancing income, expenses, and portfolio growth is crucial for a sustainable retirement. Here's a comprehensive guide to help you navigate this phase of life. Considering income sources Previously, people may have relied on pensions [...]
Is It Better to Contribute to Retirement Accounts When You’re Young?
Plenty of people in the late stages of their careers and in the pre-retirement age range may find themselves focusing on covering immediate financial needs and postponing their retirement needs. If this sounds like you, we get it, but this could be more costly than you think. It’s important to understand the potential drawbacks associated with the decision to keep [...]
Understanding Contribution Limits to IRAs
Are you maxing out your retirement accounts every year? Do you know what the limits are for your retirement contributions? If your answer to either of these questions is no, then this article is for you. If you’re looking for the best retirement strategy for a 50-year-old or other similar age group, here’s a suggestion: consider maxing out your retirement [...]
Healthcare and Your Retirement: Where to Start
Preparing for healthcare expenses in retirement may be a good idea because studies suggest that most couples will spend approximately $315,000 on healthcare during their retirement years.[1] This staggering figure underscores the importance of developing a robust strategy to manage such costs effectively. Creating a well-structured retirement plan may be an important step to mitigating these costs. Contributing to a [...]
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 [...]
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.
