All About Retirement

Our retirement content was created to help provide resources and tools to support you throughout your journey towards retirement. 

Is Travel in Your Future?

Is Travel in Your Future?

Many people take time in their retirement years to indulge in travel If this is part of your hope for retirement, consider the idea of using a travel planner or travel agent to make your trip a reality. While the Internet provides a wealth of information, it does not work to keep you on budget or [...]

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My Experience with Assistant Living

My Experience with Assistant Living

My experience with assisted living started shortly after my mom moved back to Missouri. Years ago, when my parents retired, they moved to California. They ended up living there for 27 years. My mom decided about 4 years ago to move back to Missouri to be close to her daughters. My dad had since passed [...]

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The Importance of Being Financially Independent

The Importance of Being Financially Independent

Financial Independence? Are you someone that wishes to retire early? Retiring early has become a more important thing among many working individuals. To me, the word retirement just doesn’t feel right. Maybe it’s because for the longest time the word “retirement” has been associated with a rocking chair on a porch. For many, early retirement [...]

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Ready for Retirement?

Ready for Retirement?

Choose a good financial advisor. Planning for your retirement can be overwhelming especially if you are weighed down with all of the little details.  But it doesn’t have to be a difficult task. You do not need to have to worry when it comes to making sure that you are doing everything correctly. Planning for retirement [...]

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3 Questions your Financial Advisor Should Answer for you

3 Questions your Financial Advisor Should Answer for you

Graduations, Career Advancements, Marriage, Buying a home, Children, Vacations, Grand-Children, Retirement. All major life milestones with various amounts of certainty and uncertainty. No matter how much planning one does there are some things in life that no amount of preparation can prepare one for. Retirement, however, is not one of them. Thorough, successful retirement planning [...]

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Retirees

Dreaming of Retirement? One of the most important decisions that you will make in your life is determining if and when you can retire. Not surprisingly, most people spend more time planning a vacation than they do planning for a retirement. Then, when the time comes to finally retire, most people are left scrambling to [...]

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Client Experience: Retirement Planning

Client Experience: Retirement Planning We call it the Retirement Reality Check, and it’ll help you answer the two most daunting questions: When can I retire; and Do I have enough money to enjoy my retirement? We will take you through the entire financial planning process that was designed to take away frustration and instill confidence [...]

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What Is In A Financial Plan

What Is In A Financial Plan

Often times, when people are planning for their retirement, they need to create a financial plan as one of the steps in the process. Many people do not know what a financial plan is, but it really is something quite simple. A financial plan defines your goals and objectives financially. All of your hopes and [...]

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7 Questions To Ask When Hiring A Financial Advisor

7 Questions To Ask When Hiring A Financial Advisor

The important key to consider when hiring a financial advisor is to know what questions to ask. Most patrons of investment and financial planning services do not ask any basic questions when interviewing and picking a reliable financial advisor for their financial goals and specific needs. It is true that choosing an unqualified financial advisor [...]

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