Succession Planning for Your Business by Rick Kahler Are you a business owner looking to retire? It’s time to plan how you will make that transition from taking care of your business to having the business take care of you in retirement. Building a successful...
How To Choose Between a Regular and Roth IRA by Rick Kahler Not sure if a regular or Roth IRA would be better for your finances? It’s mostly a question about taxes. Here’s what you need to consider. When saving money for retirement, taxes are not your...
Can I Take a Lump Sum From My 401k When I Retire? by Gary Foreman Not sure how to withdraw money from your 401k when you retire? Can you take a lump sum? Be sure to fully understand all of your options before deciding so you can hopefully avoid a big tax mistake....
How To Find the Right Financial Advisor for Your Retirement Years by Gary Foreman A sound financial plan is an important component of a comfortable retirement. Here’s how to find the right financial advisor to help you with your financial plan in retirement. A...
Could An Underfunded Government Pension Put Your Retirement at Risk? by Gary Foreman Only 3 states have set aside enough to meet their promised pensions. Is your pension and your retirement at risk? You’ve worked hard and have been promised a pension from the...
What Role Should Dividend Producing Stocks Play in a Retirement Financial Plan? by Gary Foreman A financial planning professional explains what dividend producing stocks are, how they work, and how they should be used in your retirement financial plan. For years,...
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