Category Archives: Retirement Planning

COULD YOU RETIRE BY AGE 45?

Seriously, how could I possibly retire by 45?  Well, it may be possible, depending on the size of your 401k by age 40.  Have you asked yourself, “What percentage of income should go to retirement savings?  Or, “How much money should I have in my 401k?” So, Happy Birthday!  It’s not your birthday?  Well, it… Read More »

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Our Best Retirement Quotes

Lately I’ve been seeking out the best retirement quotes I can fint, searching for the perfect turn of phrase to express something significant or perhaps humorous about retirement, and collecting those quotes which resound with me.  I’d love to hear some of other famous retirement quotes or simple your favorite retirement quotes as well.  (I… Read More »

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IS RETIREMENT INCOME TAXABLE?

Is our retirement income taxable?  What about social security income?  What happens tax-wise when we retire? As adults working jobs and earning an income, we know how taxes work.  We work, our employer takes out federal and state taxes based on our income tax bracket, number of dependents, etc.  At the end of the year… Read More »

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HOW DO YOU KNOW WHEN TO RETIRE? 

Being ready to retire doesn’t just happen; it takes action.  So, how do you know when to retire?  Are you ready now?  Do you know when you will be?  The sooner you start planning and taking those actions the sooner you can start living your retirement dream.  What actions are you currently engaged in?  Are… Read More »

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FINDING THE BEST PLACE TO RETIRE ABROAD

What is the best place to retire abroad?  That really depends what you are looking for – for example the most affordable place or the most luxurious place?  And there are many other factors to consider. Every day, more and more people are looking at the options of retiring abroad.  Some might say that it… Read More »

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A BASIC ESTATE PLANNING CHECKLIST

Estate planning is for everyone, and everyone should strategize their estate planning.  Unfortunately, the misconception is that only people with lots of money should plan ahead.  In reality, those with less money need to strategize just as much, if not more.  You don’t have to have millions or a complicated family situation to want to… Read More »

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