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Posts Tagged "social security"

Social Security Can Be Tricky

Sep 16 2021

July 2021 The vast majority of my clients don’t rely exclusively on Social Security to meet their income needs when they’re no…

Retirement: Planning for Schedulers

Jun 20 2017

I know, some of you simply need a basic list of what to do when planning your retirement, and when to do…

Retirement: Planning in Threes

Jun 16 2017

Retirement has never been so complicated. How do we make our money last? How should we spend the last third of ever-longer…

This Is Not Your Parents’ Retirement

Jan 10 2011

Last week I had the opportunity to give three presentations about what I do and how I do it.  I’ve been practicing…

The 3-legged retirement stool lost a leg…or two

Oct 04 2010

In just a generation, retirement planning has changed.  Workers of days past planned on three sources of retirement income:  the government, their…

Protect Your Seniors From Sales Calls

Jun 28 2010

I spent some time helping a “grandmother” in my spiritual community who has cancer to navigate whether or not she should refinance. …

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