Planning for retirement doesn’t have to be difficult. Learn about what financial planning for retirement entails in this video.

Written By  Heather Jordan
Retirement Through Your Own Eyes: Questions to Ask
Brett Sebion, Financial Coach  – March 26, 2024
How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel or spend more time with family and friends. With that in mind, here are some things to consider. What do you absolutely need to accomplish in retirement? If you could […]
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Budget Check Up: Tax Time Is the Right Time
Heather Jordan  – March 22, 2024
Every year, about 140 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and relying on computer software to take advantage of every tax break the code permits.1 It seems a shame not to make […]
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5 Benefits of Working in Retirement
Brett Sebion, Financial Coach  – March 12, 2024
In the past, retirement has been portrayed as an ending, a grand exit from your years in the workplace. You might be thinking, “isn’t retirement the goal of saving up for retirement throughout my working years?” But the rules are shifting. Labor force participation among those aged 65-74 is predicted to reach 30.7 percent by […]
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