planning

What All the Annuity People Get Wrong

When it comes to planning for retirement, annuities are often touted as a silver bullet. These financial products promise guaranteed income and security, making them appealing to many approaching their golden years. However, beneath the surface of these shiny promises lie several misconceptions that can significantly impact your financial well-being. In this blog, we’ll explore […]

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7 clients I will never work with blog image with man hiding behind desk

7 Clients I Will Absolutely Never Work With

As the owner and operator of a retirement-focused financial planning firm, I’ve had the pleasure of working with some truly incredible people over the years. I’m constantly inspired by the dedication and passion my clients show towards achieving their financial goals. It’s a blessing to serve such an awesome group of people who are genuinely

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Why family legacy meetings are essential to your famliy and finances

Why Annual Family Legacy Meetings Are Essential to Your Family and Finances

I have had the opportunity to see and help hundreds of families deal with the transfer of assets after the passing of a loved one.  All the smooth transitions had a single commonality; the plan was communicated clearly, and often multiple times over many years.  I’ve witnessed firsthand the importance of proactive financial planning and

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Blog image of retirement money jar with words "contributions after retirement?" from Retire to Abundance.

Can I Contribute to Retirement Plans after Retirement?

Retirement isn’t just a milestone; it’s a dynamic phase of life where your financial priorities and strategies continue to evolve. One common question that arises as individuals enter retirement is whether they can still contribute to retirement plans. The short answer? Yes…in some cases. (It’s never simple, is it?) In this blog, we’ll delve into

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why a flexible retirement withdrawal strategy is better than the 4% rule

Forget the 4% Rule: Why a Flexible Retirement Withdrawal Strategy is Best

Retirement planning is a multifaceted endeavor, and for decades, the 4% rule has served as a guiding principle for many. But what if there’s a more dynamic approach to withdrawals that could better suit your unique retirement journey? Join me as we explore the idea of abandoning the conventional 4% rule in favor of a

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Why a retirement planning timeline can help you to retire to abundance.

Retirement Planning Timeline: 8 Must Know Retirement Deadlines

There are so many key milestones along the retirement journey and knowing where these milestones should fit in your retirement planning timeline makes a huge difference.  For example, knowing one of these retirement deadlines allowed one of my clients, we’ll refer to him as Donald Duck, to retire a whole 3.5 years sooner! Despite having

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tax-free retirement income: 4 ways blog image

Four Options for Tax-Free Income in Retirement

Taxes are likely the single biggest expense you have in your lifetime. While complete tax avoidance is nearly impossible for middle to high income earners during their earning years, with careful planning streams of tax-free income can be created in retirement. By leveraging these options, you can significantly enhance your financial security all while lowering

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