Saving for Retirement and a Child’s Education at the Same Time

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child’s education at the same time can be a challenge.

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Estimating Your Retirement Income Needs

You know how important it is to plan for your retirement, but where do you begin? Your specific needs depend on your goals and many other factors.

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The New Thirty-Somethings

Every generation has its unique challenges, but parenting has always been one of them. Parents try to prepare their children to be independent, but economic forces are conspiring to make that increasingly more difficult.

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Chess, Not Checkers

How is planning a successful retirement like playing a game of chess? Let’s break down
some of the pieces on the chess board…

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The Retirement Garden

What does retirement planning have in common with growing a garden? Like the garden, it doesn’t happen overnight; it takes time.

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To Convert or NOT To Convert in 5 Easy Steps

If you have an immediate need for the funds or need them to maintain your current standard of living

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Wearing Your FInancial Jersey

What can we learn about retirement planning from the jerseys that players wear while playing sports? Actually, we can learn quite a bit…

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Financial Resolutions

For most people, it is not hard to come up with ideas for New Year’s resolutions—things like starting an exercise program, eating healthier, reading more books, or getting more sleep. The key is knowing HOW to make those things happen.

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The path to a successful retirement starts with creating an overall plan

To live an abundant retirement lifestyle, you can no longer rely solely on a company pension plan or Social Security.

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Introduction to Retirement Planning

Retirement planning involves an analysis of the various choices you can make today to help provide for your financial future. To make appropriate choices, you need to predict–as well as you can–your future economic circumstances.

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