Tips to save money

How To Use Your Own Home Equity For Retirement Income, Cash, Leverage Or A Back Up Plan

Tips to save moneyJune 10, 2019

If you own a home, you may have a powerful financial tool that you can use in retirement as long as you are responsible. I would first recommend that you speak with your Financial Planner should this article interest you. But having said that, using equity in your home could be a good strategy to…

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Should You Use Retirement Savings to Pay Off Debt?

Tips to save moneyMay 28, 2019

Most Advisors would adamantly say no!! But there are situations in which a liquidation makes sense. First, let me say that I don’t advocate it, but I do understand that things can get tight. That said … if survival is on the table, then you must consider ALL of your options… including retirement savings. I…

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How to Increase your Social Security Benefits Amount

Tips to save moneyMay 17, 2019

How to Increase your Social Security Benefits Amount Depending upon your year of birth, delaying your retirement beyond FRA, can increase the amount of benefit that you are eligible to receive by 7% to 8% per year – which can be an increase of as much as 32½% if you delay until age 70 and…

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What is Financial Planning?

Tips to save moneyApril 18, 2019

In short… it is Protecting a lifestyle, an asset or a need. Though investments are a source of funding for a plan, it is the strategy implemented that details how to reach a goal or goals. With a plan, you are looking forward in life and designing the most efficient path to success. In other…

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Tips to save money

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