Retirement Income: Why Personalization Is Key

When planning for retirement, many people turn to the so-called “rules of thumb” as a guide for how much income they’ll need. One of the most common rules is that you should aim to replace 70% to 80% of your pre-retirement income. While this rule can provide a quick estimate, relying on it too heavily can lead to a retirement plan that doesn’t align with...

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Debunking Common Social Security Misconceptions

Conduct A Mid-Year Financial Review

2024 is halfway over, and now is an excellent time to conduct a mid-year financial review. This proactive step helps you stay on track with your financial goals and allows you to make any necessary adjustments. Here are 7 steps you can take now to review your finances: 1. Review Your Budget Analyze Spending: Examine your expenses for the first half of the year. Identify...

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