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Resources for a Successful Financial Future

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Five Critical Steps Before Setting Your Retirement Date  Thumbnail

Five Critical Steps Before Setting Your Retirement Date

Retirement planning isn’t just saving and investing. Good planning involves actionable steps to visualize how things are actually going to work once you walk out of “corporate world” and into “retirement land”. Here are five critical steps that must be specific within your retirement plan. With these steps identified and exercised, you will have some critical pieces in place to assist in determining a retirement date you can be comfortable with.

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Eight Tax Strategies Worth Considering Before Year-End  Thumbnail

Eight Tax Strategies Worth Considering Before Year-End

With the implementation of new tax laws for 2018, personal exemptions are a thing of the past, some itemized deductions have been banished and some have limitations or higher hurdles. And the standard deduction is much higher than in the past, which may impact your ability to itemize deductions. With all of these changes, as well as the things that have stayed the same, it's a good time to look at a few strategies and see what may work for you.

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Retirement Can Be a Labor of Love Thumbnail

Retirement Can Be a Labor of Love

Over the last decade, I have come to the realization that I will never “retire.” I love to work (and I have no idea what I would do with my time if I didn't work). However, my definitions of work and retirement have changed significantly. Retirement is doing whatever you choose to do, being 100 percent authentic doing it, and being free from significant financial concerns. That's retirement and that's freedom.

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Five Steps to Building and Maintaining Wealth  Thumbnail

Five Steps to Building and Maintaining Wealth

I like to think of financial wealth as reaching a comfortable and desired lifestyle that can be maintained prior to, and through retirement with little to no stress of running out of money. There are a few steps that we can all take to build that lifestyle and most importantly, maintain it.

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