Inflation in Retirement

Written By: Andrea Bulen, CFP® Inflation started to creep back into everyday vocabulary in 2021. At first, many economists categorized inflation as “transitory” meaning they thought it was the result of artificially low prices from 2020 and that it would pass quickly. By late 2021, fewer economists were using the term transitory and Fed Chairman,…

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Estate Planning at Different Stages of Life

By Kevin Reardon CFP® Different Life Stages Require Different Types of Estate Planning When I started my career, there was an overriding belief that Estate Planning was just for ‘rich people.’ As the years progressed, the industry recognized that ‘old people’ are prime candidates for planning too.  I could write a satirically funny article on how…

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Managing Retirement Income Sources

By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Managing your incomes sources in retirement may seem like a simple task but can get complicated quickly when trying to minimize taxes and maximize growth—not only for you, but also your potential heirs.  Having a strategy for managing your various sources of income is critical to optimizing your wealth…

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