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The Surprising Stresses of Retirement

We have recently had several clients retire. One of the fascinating aspects of this job is seeing how various people react to retirement. I used to be ignorant in assuming everyone would be excited about retirement. As far as I am concerned, although I absolutely love what I do, I cannot wait to have more time to pursue hobbies and …

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7 Steps to Forming a Budget

Creating a budget can be an overwhelming experience. Whether you are looking to start a personal budget or get a better grasp at managing your money, start with these seven steps. Know how much you make. The first step in forming a budget is to calculate your income. Take a pencil and paper and write down your net income for …

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4 Smart Habits to Adopt Before you Retire

4 Smart Habits to Adopt Before you Retire How you handle your money before retirement can help lay the groundwork for a secure and fulfilling future. Consider adopting these smart money habits to potentially avoid financial disaster in your golden years. Create a budget. The first step towards reaching your retirement goal can be creating and sticking to a monthly …

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Why You Should Start Planning for Retirement in Your 20’s

Although retirement is likely decades away, saving sooner may be the best way to help you achieve your goals. These guidelines are one way to help you lay groundwork for your retirement savings. Starting early can lead to healthy money saving habits that your future self may thank you for. You won’t have to contribute as much over time. The …