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Resources & Tools to Guide You Throughout Your Retirement Planning Journey
Connecting Generations Organizer
The Generations Organizer provides a systematic and efficient way to organize all your personal asset, insurance, and legal information in a centralized location. This comprehensive workbook offers a structured framework that can facilitate communication with loved ones or professionals in the event of an emergency. Organize, safeguard, and compile your information today!
5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster
Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.
How to Rock Your Old 401(k) & Avoid Surprise Tax Bills
As a taxpayer and saver, you’ve earned the right to see your savings grow in the most tax-efficient manner possible. Your biggest mistake? Doing nothing at all. Let’s write and rewrite until your retirement income is a perfect harmony, allowing you to rock on!
7 Questions About Roth IRAs: Is Roth Right for Your Retirement?
Do you have questions about Roth IRA and Traditional IRAs? Are you looking to find the right option for your retirement future? Let me help you answer some of the biggest questions pre-retirees and retirees have regarding IRAs.
Bear Market Survival Guide: How to Overcome Retirement Income Challenges & Protect Yourself from Market Volatility
The right asset allocation could reduce your exposure to market volatility. However, you also may want to incorporate other vehicles that can minimize risk and protect your retirement income. In this guide you’ll identify unique challenges that retirees face and gain tools that could help you enjoy the retirement you’ve always imagined.
Required Minimum Distribution: Planning the Next Phase of Your Retirement
Are you approaching RMD age? Or do you want to plan a strategy to minimize your taxable RMD income in retirement? I can help you plan your RMDs and develop a strategy.
Interested in Learning More?
Take the first step toward achieving your goals by scheduling a complimentary, no-obligation consultation with me. I look forward to helping you on your journey toward a more confident financial future!