The Christmas season is supposed to be about joy, family, and a time to reflect on our blessings. So why do the holidays cause so many of us to feel frazzled and stressed, especially when it comes to finances? What with gifts, lavish holiday meals, decorations, and travel expenses, it’s easy to see how holiday…
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Voluntary early retirement is a coveted ambition many people dream of. The chance to spend your days exactly how you want instead of slogging away at a desk until you’re 65 (or older) seems too good to be true. Plenty of families plan to achieve early retirement – and do so successfully – every day. …
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In theory, early retirement sounds like an absolute dream. Save enough money, quit your job in your 50’s or even your early 60’s, and everything should be golden, right? Unfortunately, there are a few disadvantages of early retirement that can be detrimental to your early retirement ambitions if not adequately planned for. Today we’re covering…
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Picture yourself waking up, pouring a leisurely cup of coffee, and heading out to your back deck to sit in the morning sunshine. Maybe you’ll spend the day finishing a good book, or perhaps you and your spouse will hit the golf course for a bit of exercise. At dinner time, you might cook a…
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The concept of early retirement is becoming a more attractive option for many people who would like to spend less of their time working and more of their time living. With that said, some individuals and families find that even though they’d technically like to retire early, they’re not quite ready to give up working…
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What with business disruptions from the Covid-19 pandemic, high rates of extreme employee burnout, and the increasing popularity of the FIRE community (which stands for Financial Independence, Retire Early), the concept of early retirement is a hot topic in 2021. Although many people in 2020 and 2021 were forced to retire early against their wishes, others are sitting in their office…
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Last week, I shared a post celebrating my 20-year anniversary as a financial advisor with LPL Financial. LPL is the company I partner with that provides comprehensive support to myself and my clients. This is an exciting milestone for me for many reasons, and I’m glad to have the opportunity to reflect on my personal and…
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It’s hard to believe, but this September I’m celebrating my 20-year anniversary as an independent financial advisor with LPL Financial. For those of you who don’t know, LPL Financial is the organization I partner with that provides the excellent range of investment securities and financial products I offer to my clients. LPL also supplies state-of-the-art…
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For the past month, we’ve been writing and posting about different aspects of employee benefits packages and how your choices regarding your benefits play an important role in your overall financial circumstances. One of the reasons we’ve been writing about employee benefits this month is that the open enrollment period is quickly approaching for most…
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If you’re like most Americans saving for retirement, you’re probably contributing to a 401(k) account that’s either employer-sponsored or that you’ve set up through a business you own. If your 401(k) is employer-sponsored, your open enrollment period may be approaching, which means you have the opportunity to change your benefits selections if you want to.…
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