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Getting a Second Opinion …on your Retirement Account?

You get second opinions on a car repair or a surgical procedure, but did you know that a second opinion for your investment portfolio is an option? With the volatility in stock market, affected by economic and geopolitical factors that are beyond our control, having a steady hand at the […]
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Leaving a Legacy with Estate Planning

While it is certainly not enjoyable part of personal finance to discuss, estate planning is incredibly important. After all, most of us want to make sure our loved ones are taken care of, even after we pass on. If you are unfamiliar with the concept of estate planning[RA1] , we’ve put together a […]
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401k Mistakes to Avoid

The 401k is an incredible investment vehicle to help you build your retirement funds over time, however, most people don’t take full advantage of all of the benefits their 401k has to offer. In this article, we’ll go over the four most common 401k mistakes that you should avoid! Missing […]
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Pension Distribution Options to Consider

Should You Take a Lump Sum or Monthly Payments for Your Pension? As many Baby Boomers reach retirement age, they are faced with the dilemma of whether to take their pension in a lump sum or monthly payments. It’s not a decision to be taken lightly and needs advice from […]
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401k Mistakes to Avoid in Your Retirement Plan

401k Mistakes to Avoid The 401k is an incredible investment vehicle to help you build your retirement funds over time, however, most people don’t take full advantage of all of the benefits their 401k has to offer. In this article, we’ll go over the four most common 401k mistakes that […]
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Planning For Retirement Inflation | Safe Harbor Retirement Group

Impact of Inflation on Your Retirement Every time you go shopping, it seems like prices have gone up — from groceries to gas and everything in-between. Over the past 10 years, inflation has averaged about 1.8% per year, but this year, inflation has reached a crippling 5.5%. It’s hard enough […]
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Learn How Annuity Income Can Fuel Your Retirement Planning

Annuity Income for Retirement How Annuities factor into your retirement income plan When it comes to retirement, gone are the days when you left your company after 40+ years, received a gold watch, and were sent off to live your golden years supported by your pension. Pensions are a relic […]
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Planning for Inflation In Your Retirement Plan

Factoring Inflation With Income Planning The number one mistake I see people make when planning for retirement is that they do not factor inflation into their future income plan. And when I say income planning , I mean a plan to ensure you will not run out of money in retirement. […]
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Should I get out of the market?

Understanding risk and market volatility When times are uncertain or the stock market is volatile, I will inevitably get asked by someone if they should get out of the market all together. My answer is no. Stocks are a valuable part of your investment portfolio. Owning stocks in different companies […]
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