Category Archives: Retirement

Dale Farland

May 16 2016

Fiduciary Ruling and Your Retirement


Fiduciary Ruling Retirement Planning

Recently, there has been extensive media coverage regarding the new Department of Labor (DOL) Fiduciary ruling pertaining to retirement accounts. The impetus behind this ruling is to protect investors. For many Americans, retirement savings are their largest investment, and the …
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Mark Ahlers

Mar 23 2016

Financial Planning: How Much Will I Need to Save?—Part 3 of 3


Financial Planning for Retirement.

This is the final in a 3-part series on financial planning and social security. Experts suggest that you will need 75-85% of your pre-retirement income to maintain your lifestyle throughout retirement. What changes in retirement can you make to allow for …
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Mark Ahlers

Mar 16 2016

Financial Planning: How Much Can I Spend?—Part 2 of 3


Financial Planning for Retirement.

This is the second in a 3-part series on financial planning and social security. Once the “income gap” has been determined, the next step is to determine if your accumulated or projected assets are adequate to fill this gap. The goal …
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Mark Ahlers

Mar 09 2016

Financial Planning: Social Security and the Income Gap—Part 1 of 3


Financial Planning for Retirement.

This is the first in a 3-part series on financial planning and social security. When the Social Security retirement income system was created in the 1930s, it was designed to provide a partial retirement income supplement. Today, the average Social …
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Mark Ahlers

Jun 08 2015

Shifting from Asset Accumulation to Retirement Distribution


Shifting from Asset Accumulation to Retirement Distribution

As retirement nears, people need to transition away from a philosophy of asset accumulation to a strategy for utilization of assets to provide a stream of income that matches up to living expenses. And, where markets allow, there must be …
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Dale Farland

Mar 04 2015

Ensure Your Retirement Journey Has Your Best Interest First


Planning Your Retirement Journey.

This is the final in a 3-part series on planning your retirement journey. You should always feel comfortable that all investment recommendations are “in your best interest,” not simply “suitable.” Do you know the difference?

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Dale Farland

Feb 25 2015

8 Questions to Ask While Planning Your Retirement Journey


Planning Your Retirement Journey.

This is the second in a 3-part series on planning your retirement journey. You have worked hard for your retirement and you have years and years ahead of you. Now you are in the distribution stage of life. Will your money …
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Dale Farland

Feb 18 2015

Who Do You Take with You on Your Retirement Journey?


Planning Your Retirement Journey.

This is the first in a 3-part series on planning your retirement journey. Congratulations! You are either heading on the path towards retirement or are already there. So, you are now in the driver’s seat on this journey that may last …
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Mark Ahlers

Jan 26 2015

Who’s Quarterbacking Your Retirement?


Who is quarterbacking your retirement?

As Wealth Management professionals, we provide comprehensive retirement and financial planning guidance for individuals and couples. Our customers often see retirement as the “end zone.” They believe they will score a touchdown if they save and invest enough for retirement. …
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Chuck Hippee

Jun 18 2014

How Life Choices Affect Your Financial Future


How Life Choices Affect Your Financial Future.

Every day you make choices that impact your retirement opportunities. Taking steps to identify unnecessary spending and saving as little as $5 per day could lead to big savings over time. Here’s the breakdown to put it into perspective:

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