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Posts Tagged ‘retirement planning’

Retirement Income Strategies: A Case Study

By Shakespeare | May 25, 2018
Retirement Case Study

Retirement is top of mind for many of us, especially those of us who can see the finish line less than a few years away.  You’ve likely saved your entire…

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Tax Planning Strategies for Retirement: A Case Study

By Shakespeare | April 6, 2018
Tax Case Study

“Tax planning” sounds like something mysterious done only for the Rockefellers or Carnegies.  In reality, it’s an important part of every financial plan.  In an effort to make this typically…

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Top Mistakes People Make When Planning for Retirement

By Shakespeare | October 2, 2017
The Big Mistakes Most People Make When Planning For Retirement

Imagine sky diving without a parachute, scuba diving without an oxygen tank, mountain climbing without rope. We can all agree it’s impossible and insane to achieve any of these pursuits…

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6 Ways for Successful Individuals to Save for Retirement

By Shakespeare | October 2, 2017
6 Ways To Save For Retirement

Saving money is always a good thing. It creates financial security and helps us achieve goals that are important to us. But saving money comes with challenges. Most of us…

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Retirement Planning for High Income Earners

By Shakespeare | October 2, 2017
Retirement Planning For High Income Earners

Pre-Retirement You’ve worked hard your entire life, raised a family, saved diligently, and now retirement is a few years away. In the last 10 years, you’ve seen your assets grow…

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