Hear Linda Gardner discuss important retirement topics.
You might think you work well under pressure, but just-in-time estate planning is the last thing you’ll want to do! It’s critically important and, you want to get it right! We'll disclose 6 key mistakes to avoid.
How do you balance growth with protection in your retirement portfolio? Too much in growth can be risky…Yet, too much in protection may not last long enough! Can you design a retirement plan that allows you to do both?
with Joel Cavaliere CFP TM
Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees ...
You’ve spent your entire career working hard and building up your nest egg to eventually use for retirement. When it comes time to crack the nest egg, are you ready for it? Distribution is a much different mindset and process than accumulation, and mistakes at this point can be costly. So, we’ll talk about why a well-thought-out retirement plan can help you reduce the risk and set you up for your successful retirement journey. Join...
There is a wealth of informal advice readily available whenever you face major retirement planning decisions. Questions such as when to begin Social Security or which retirement accounts to withdraw from first lead to lots of myths and misinformation.
Joel Cavaliere CFP TM will participate in addressing these topics.
Thinking of retiring? There are important things to consider before taking that big step! We’ll share what you need to know before you decide to ride off into your next chapter.
Becky is an author and the CEO of Stonewood Financial in Louisville Kentucky. With Becky’s unique background in government prior to joining Stonewood Financial, she brings incredible insight into what all of that ‘government speak’ potentially means for your financial future in retirement.
There’s no better time than now to stop “dripping nickels!”
When creating your retirement plan, are you approaching it like a space engineer designs a rocket? Or are you swinging wildly from strategy to strategy unsure what to do next? What you do, and how you do it, really matters!
The fear of outliving your savings has caused nearly half of retirees to believe that they will outlive their savings. How can you help ensure that your savings will stretch through potentially decades of retirement life? Gone are the days when a one-size-fits-all retirement plan sufficed. Now, more than ever, there's a pressing need for a retirement strategy that's not only robust but also flexible enough to help support a longer ...
Rollercoasters might have been thrilling when you were younger, but do you really want all of your life savings on a similar ride today? And, when you’re close to or you may already be on your retirement journey, that can be an even bigger concern! Listen as we discuss this important issue!
If you’re a woman have you taken the right steps to achieve financial security throughout your lifetime? We’ll explore some steps you can take today to achieve your own financial security.
Planning for your retirement income may not be rocket science, but it’s certainly not a walk in the park either! Making sure you plan in the right order is just as critical as checking all the boxes, with Joel Cavaliere CFP TM
Are the investment markets getting you down? Causing you sleepless nights? Wondering where to invest? One choice to avoid market losses can be using certain kinds of annuities – but are they right for you?
With so many complicated changes to the rules, potentially affecting your retirement savings, we've invited author and speaker, CPA Ed Slott. Ed is known as the ‘best source of IRA Advice’ in the country and he will guide us through some of the highlights and effective dates of this most recent Act.
High inflation is a big topic, and it affects everyone in different ways. However, there are some practical day-to-day things you can do to help ease the pain, and we’ll share some of those with you!
Many employers can’t find workers while others are implementing massive layoffs. If you or someone you know has had an unexpected layoff this could have you asking: “How will a layoff impact my chances to retire?” And that’s just one of the questions you need to address! Get answers to a number of common questions as we walk through a 10-step guide to help you through this big change!
One of the most common concerns for retirees is the fear of running out of money in retirement. While some advisors may suggest loading up on stocks or investing in riskier investments, chasing higher returns, that’s not the right answer for everyone and probably not for most. There are other choices that can work quite well.
The markets have had a challenging year! But, just like the weather, this too shall pass! The question is when that will happen. We’ll share some thoughts on historical market corrections and some ways that can help you sleep better at night.
Critical tax planning is an important part of retirement planning! QCD’s and Roth Conversions are some easy strategies to use. We’ll talk about those and a couple of other strategies that could help you keep a lot more of your money in your pocket and not send it to the IRS!
Have you seen the videos of incredible mazes of dominos that create amazing images when they fall down in a carefully predesigned manner?
It takes years of study and practice to get it just right. But, with the slightest bump, they'll go crashing down in total disarray. A similar chain reaction in our economy could threaten your retirement.
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