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Retirement Income Planning Retirement Planning

What’s Your 401(k) Game Plan?

If you’re nearing retirement, have retired, or recently left your company for any reason, you should create a 401(k) game plan. Know how your investment options can expand, how to […]

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Retirement Planning

The Most Important Ages for Your Retirement Accounts

If you have a 401(k), IRA, or other retirement accounts, it’s important to keep a few things top of mind: Know how much you’re contributing, how your investments are performing, […]

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Healthcare Retirement Planning Taxes & Tax Strategies

Retirement Has Changed – Have Your Plans?

People are retiring differently today than in the past – just think, will you retire exactly like your parents did? Probably not. Retirement is no longer about the end of […]

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Retirement Planning

Practical Tips for Starting Your Retirement Off on the Right Foot

Retirement planning can be stressful because there are a lot of things to keep track of. One of the steps that often gets overlooked is announcing to your employer that […]

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Retirement Planning

4 Major Retirement Challenges to Overcome

Today’s retirees may be the richest the world has ever seen with Baby Boomers holding more than half of U.S. household wealth as of the end of 2020.[1] While you […]

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Financial Planning Retirement Income Planning Retirement Planning Videos

EFM Happenings and Reminders

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Financial Planning Retirement Income Planning Retirement Planning Videos

Online Retirement Course, Empowered University!

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Financial Planning Retirement Income Planning Retirement Planning Videos

Happy Memorial Day Weekend!

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Financial Planning Retirement Planning

Rising Costs in Retirement: Are You Prepared?

In 1960, a gallon of milk cost 36 cents, and today it costs $3.35 on average.[1] Inflation is to blame, and we could see higher inflation in the coming years. […]

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Financial Planning Retirement Income Planning Retirement Planning Videos

 Social Security Maximization

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Financial Planning Retirement Income Planning Retirement Planning

How Much Do You Need to Save for Retirement?

While $1 million is sometimes cited as the ideal number for retirement savings, this assumes a one-size-fits-all approach to retirement planning. Everyone’s retirement goals are unique, and preparing for retirement […]

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Financial Planning Retirement Income Planning Retirement Planning Videos

Markets, Inflation, and Current Events

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