Retirement
A secure retirement starts with planning. Research shows that those who have retirement plans in place have a happier, less stressful, and more financially secure retirement. While earning more money and saving regularly are important factors, you can improve your situation by cutting expenses, prioritizing expenses, and sticking to a good plan.
A retirement plan is more than just savings, it’s about generating income. Consider a Retirement Income Certified Professional. A RICP® is a financial professional that specializes in retirement income plans. Our advisor, Scott Stevens, RICP®, advises retirees and pre-retirees in appropriate strategies that focus on both accumulating and distributing assets.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
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