Buckets of Money, Buckets of Dreams: Sleep Easy with a Solid Retirement Plan

Do you recall the time when preparing for retirement seemed effortless, as you watched your money grow in your 401(k), Roth IRA, or brokerage accounts? It wasn’t long ago that the remarkable bull market from 2009 to 2020 made everyone feel like investing geniuses. However, the events of early 2020 served as a reminder that retirement planning isn’t as simple as it appears. The market’s unpredictable cycles became evident. While the market swiftly recovered after …

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Practical Tips for Creating Liquidity in Your Retirement Income Plan

Retirement planning involves ensuring a comfortable lifestyle and accounting for unforeseen expenses that may arise down the road. One significant aspect is the need for liquidity to cover substantial costs, such as long-term care, as you age. This blog post will explore practical ways to create liquidity within your income plan to address these big-ticket items during retirement. Understanding Long-Term Care Expenses   Long-term care refers to services that support individuals with chronic illnesses, disabilities, or …

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