Clarify your retirement goals with these 4 questions

Founder, president, Les Goldstein, Personal Financial Strategies Inc., and Investment Adviser •
Kiplinger
Granddaughter enjoying piggyback ride.

What’s important to you about money? I ask clients and potential clients this question all the time, and I’ve learned — after having had thousands of these conversations — that few people give the topic much thought. That’s unfortunate, because the answer — or answers — will help you focus on what matters to you

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Do you have the right tools to navigate your retirement?

Mike "Cy", Vice President, Investment Adviser Representative, Cajthaml Jr., and Cy Financial Wealth Management •
Kiplinger

Retirement. What does that word mean to you? If you are like most people, it is the end of a journey. But you would be WRONG! Imagine running a marathon and, after 26.2 long and arduous miles, you are told that you have completed ONLY half the race! That is a stark reality that many

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Smart Financial Moves If You Work Late in Life

<i>Kiplinger's Retirement Report</1>, Mary Kane, and Associate Editor •
Kiplinger

Deciding to work past “normal” retirement age offers tangible advantages–a fatter nest egg, bigger Social Security benefits and, for some, a sense of personal satisfaction. Staying in the workforce later in life can open up opportunities to boost your financial security, but it can also present a few pitfalls to watch out for. Take the

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Think about the 4 Pillars of retirement instead of just income

Insurance Services Inc., David Braun Financial &, president, Investment Adviser Representative, and David Braun •
Kiplinger

When thinking about retirement, most of us tend to focus on income. While income is important to ensuring a secure retirement, there are other factors that enter into the equation that can also dramatically impact your plans. That’s why it’s helpful to think of “The Four Pillars of Retirement” — income, protection, liquidity and growth

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