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You And I Will Work Together To Ensure You Are Living Your Best Life, Financially And Otherwise



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The Ideal Retirement Portfolio

Many pre-retirees are constantly searching for the “ideal” portfolio as they head into this new season of life. As you tweak your portfolio in the last few years of your career, it can be challenging to know exactly how to diversify your investments in a way that balances tax minimization and wealth growth.

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How to Modify Your Retirement Investing If You Have a Sizable Pension

When you have a pension available, knowing how else you need to prepare for retirement can be a little bit confusing. After all, you’re getting a huge chunk of guaranteed funds already – how else should you be saving? I have several clients who are going to receive a hefty pension benefit during retirement, and I typically see them veer in two different investing directions.

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Do I Have to Do Anything to Manage My Pension?

Many people aren’t sure how they’re supposed to manage their pension. It seems like there’s some kind of “to do” list associated with your pension – but it may not feel as cut-and-dry as your 401(k), where you’re able to manage your asset allocation and contributions.

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How Does Pension Maximization Work and Should I Use It?

You may have heard that some retirees look toward pension maximization as a strategy to get the most out of their pension – both for them and for their spouse. Pension maximization has some clear benefits, but it might not be the solution for everyone. Let’s explore how this strategy operates in the real world, and how you can determine whether or not it’s right for you.

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What Happens to My Pension if My Company Goes Bankrupt?

Have you ever wondered what will happen to your pension if your company goes bankrupt? It may seem like a distant possibility, which is possibly why you haven’t considered it before. But in 2018, a wide range of companies filed for bankruptcy – including Toys R Us, Sears, David’s Bridal, and others.

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Key Things You Need to Know About Your Pension

A pension, or defined-benefit plan, is a post-employment benefit offered to employees by employers. They’re one of the many ways that an employer can offer incentive for their employees to stick around for the long-haul. By showing you (the employee) that they (your employer) are invested in you and your successful retirement, you’re more likely to stay with the company long-term.

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7 Steps to Making Your 2019 A Financial Knockout

I wanted to write something that stood out from the noise. I’m not a cynic. I believe in resolutions, and I really trust that 2019 can be your best financial year yet. But in order to achieve that, we need to talk about bite-sized, actionable steps that will help to get you there.

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Estate Planning for Executives

As an executive, you may be feeling the pressure when it comes to putting together an estate plan. Although this financial “to do” is on everyone’s checklist, you’re in a unique situation because of the unique way many executives are compensated. Your wealth may be tied up in equity – whether that means a stock option compensation plan, RSUs, RSAs, etc. This form of wealth can be tricky to transfer to your beneficiaries when you die without being forced to pay 40%+ in taxes to the IRS.