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How Much Should You Save for Retirement to Earn $80,000 a Year Just from Interest?

Investing, Money Questions - Answered, Personal Finance, Resources, Retirement, Savings / 8 minutes of reading

Planning for retirement can feel like staring at a giant puzzle where all the pieces seem to be scattered everywhere. If you’ve ever found yourself wondering, “How much do I need to have saved to comfortably live off just the interest for $80,000 annually?”  You’re not alone! Many people are grappling with this very question. […]

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How Can a Single Individual at 65 Maximize Their Retirement Income and Minimize Tax Liabilities?

Estate, Investing, Money Questions - Answered, Personal Finance, Retirement, Savings, Tax / 8 minutes of reading

How can a single individual at 65 maximize their retirement income and minimize tax liabilities? In this week’s “money question” insight we will discuss actionable strategies to maximize income and minimize taxes.  Turning 65 often means embracing retirement. You’ve worked hard, saved diligently, and now it’s time to enjoy the fruits of your labor. But

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At What Point Should You Create a Trust to Protect Your Assets

Estate, Personal Finance, Retirement, Savings / 8 minutes of reading

As your wealth grows, so does the complexity of protecting it. A common question I hear from high net worth individuals is: At what point should I create a trust to protect my assets?  You have built a solid financial foundation, and might wonder if it’s time to take the next step in estate planning.

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At What Point Should You Create a Trust to Protect Your Assets

Financial Planner Near Me in Humble, TX

Investing, Personal Finance, Retirement, Savings / 9 minutes of reading

Humble, TX a growing diverse city outside of Houston, Texas. There is no shortage of financial planners (advisors) near me or you.  Finding the right Financial planner near me in Humble, TX is the difference maker for your financial planning needs. Maybe you’re saving for a rainy day, or looking to preserve wealth.  I know

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WARNING: You’re Losing Money by Not Contributing to your workplace 401(k)

Savings, Investing, Personal Finance / 4 minutes of reading

Free money? Sounds too good to be true right? Thousands of employees take advantage of their employer’s defined contribution plan such as 401(K)’s. Although, many employees are contributing to plans like 401K they are still losing money. So why are so many people not taking advantage of free money? You’re Losing Money by Not Contributing

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What is a Roth IRA

Savings, Investing, Personal Finance / 4 minutes of reading

 Ever wondered if there was an alternative to stock piling money into a savings account ( An account that’s earning close to zero percent interest)? There are various alternatives to simply saving money under your mattress, and in a savings account. A tax advantaged way to save money, and gain more on your investment is

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ESA versus 529 College Savings Plan

College, Personal Finance, Savings / 5 minutes of reading

Do you know someone who wants to attend college or a post-secondary institution? If so then you may have heard of the cost of a post-secondary and college education is not pocket change. If you or someone you know is saving for higher education this article will reveal the advantages and disadvantages of both the

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