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Setting a Budget for Retirement

One of the more difficult tasks in planning your retirement is getting an accurate view of your ongoing expenses. In fact, once you’ve developed a reasonable sense of how much income you’ll have in retirement, figuring out your expenses is the only other major financial task before you retire (but there are several other non-financial […]

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Smart Options for Your Home in the Lead-Up to Retirement

You’re getting ready to retire within the next five years. You’ve carefully researched your options for Social Security and your 401(k), and you’ve diligently mapped out how much income you’ll have to meet your daily living expenses. Great, you’re on the right track for retirement! But don’t forget about your plan for that big asset […]

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Turn IPERS Into a Comfortable Retirement

If you’re a public employee in the state of Iowa, you have an excellent pension system available to you as the foundation of your retirement plan. Put your state pension together with Social Security and other savings, and you should have enough money to retire. I’ll show you the basic calculation to do, as well […]

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The Future of (Your) Stock Market

We’ve had a rough month or so in the stock market, with more ups and downs (or what we call “volatility” in market lingo) than we’ve experienced in the past couple years. I don’t normally do an “investment newsletter” for my clients, because I think they’re boring to read and have little actionable advice for […]

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Important Retirement Age Milestones

This is not a standard list of ages at which you should take specific actions to have a good retirement.  You can find that sort of generic list elsewhere on the internet.  Your situation is unique, the retirement landscape is complex, and having a list of ages to “do something to secure your financial future” […]

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