Financial Tips
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Do you need a financial advisor after you retire?Retirement marks the start of a new phase in life, but managing your money doesn’t stop when your paychecks do. Many retirees assume they no longer need a financial advisor, but retirement brings unique challenges—tax efficiency, investment withdrawals, healthcare planning, and estate strategies. A financial advisor can help you navigate these complexities, ensuring your hard-earned…
Retirement marks the start of a new phase in life, but managing your money doesn’t stop when your paychecks do. Many retirees assume they no longer need a financial advisor, but retirement brings unique challenges—tax efficiency, investment withdrawals, healthcare planning, and estate strategies. A financial advisor can help you navigate these complexities, ensuring your hard-earned…
What happens if the Stock Market crashes during retirement?
Waking up to the stock market crashing is like trying to balance on a unicycle while juggling flaming torches—except your…
What is a 1031 exchange?
Today we’re introducing yet another financial term (we know, there are so many) called a 1031 exchange, which is a…
You should replace your annuity
Today, we’re going over why you should love and hate annuities at the same time. Annuities over the years have…