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You’ve heard it over and over again – start saving for retirement as soon as you can. Most people aim to retire by the age of 65, but the truth is the ability to retire isn’t determined by your age. Many strive to create an attainable pathway to a comfortable retirement but being able to …

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Thinking about the future and retirement can seem so far away, but it’s important to start saving early on in your life to prepare for the most success. 401(k) plans and Roth IRAs are two popular forms of retirement savings. While they may differ when it comes to tax treatment, investment options, and employer contributions, …

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According to Fidelity, who holds 16.2 million of the 27.2 million IRA and 401(k) accounts in America, the median 401(k) account balance is a miserable $63,000 as of February 2019 for those ages 60-69.  This figure is much less than the average retirement account balance of $112,300 which, by the way, isn’t anything to boast …

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Purchasing vacation homes, visiting grandchildren, traveling abroad, working a rewarding part-time job, and taking up a new hobby are all common goals for new retirees. The problem is most of these things cost money. In addition to your lifelong goals, unexpected medical needs or family crises will likely become an added expense during retirement. No …

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There are many Retirement Calculators out there, insert your numbers and Ta-Dah! The calculator spits out how much money you need to have in order to retire. But these calculators can’t guarantee how much money you will need in retirement. What chunk of your money will inflation gnaw off throughout your retirement? Are your retirement …

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There are many retirement calculators that will tell you how much you need to have in order to retire. But there are no calculators that can guarantee how much money you will need in retirement.  That is because the calculators used in typical financial planning are based on some interesting assumptions.  For example, The 70% …

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Retirement Remastered – Smart Strategy for Passive Income in Your Golden Years by John McFie A Broken Retirement System It’s no secret that America’s retirement system is broken. The problem has been compounding for a few decades and it’s getting worse. It started with Company pension plans also known as defined benefit plans. These plans …

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One of the biggest things that retired Americans are doing that costs them serious money is home improvements.[i]  Either by fixing up their existing home to sell or merely to finally have the home of their dreams, newly retired seniors are throwing away their money believing that these kind of home improvements will actually prove …

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Happy Independence Day! 🇺🇸 It’s a great time to consider how you exercise your Financial FREEDOM. Financial planning used to be simple. Today there are infinite possibilities – some good – some bad. You want sustainable Passive Income in your Golden Years? Now is the best time to optimize your money – create stability and …

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The Federal Reserve is at it again.  Raising interest rates, as if they have some crystal ball that tells them what only God could know, what is a fair and authentic interest rate. Here’s the crux of the matter.  The U.S. monetary system depends on deposits, loans, and interest to fuel it.  If the Fed …

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