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Dan Cook, CFP®
Oct 17, 20243 min read
Long-Term Care: Why You Should Start Planning Sooner Than You Think
Learn about Long-Term Care: costs, payment options, and how Long-Term Care Insurance can help protect your future.
Matthew Boersen, CFP®, CFA
Apr 3, 20243 min read
Three Stages of Tax Planning in Retirement
Learn about the goals, priorities and strategies associated with the three stages of tax planning in retirement.
Matthew Boersen, CFP®, CFA
Jul 25, 20232 min read
5 Common Questions People Ask Near Retirement (5/5)
5. What are my healthcare costs in retirement? If you are like most Americans, health care is expected to be one of your largest expenses...
Matthew Boersen, CFP®, CFA
Jul 18, 20232 min read
5 Common Questions People Ask Near Retirement (4/5)
4. What are my options for Social Security? Social Security is a complex government program that provides benefits to retired workers and...
Matthew Boersen, CFP®, CFA
Jul 11, 20232 min read
5 Common Questions People Ask Near Retirement (3/5)
Question 3: What are my sources of income in retirement? Generating income in retirement without having a consistent salary is daunting...
Matthew Boersen, CFP®, CFA
Jul 6, 20232 min read
5 Common Questions People Ask Near Retirement (2/5)
Question 2. How can I create a retirement budget? Most people aren’t exactly sure what they will want to spend in retirement. It is a new...
Matthew Boersen, CFP®, CFA
Jun 27, 20232 min read
5 Common Questions People Ask Near Retirement (1/5)
Question 1: How much money do I need to retire? Retirement planning is important no matter what stage of life you are in. However, once...
Matthew Boersen, CFP®, CFA
Jun 5, 20233 min read
5 Common Mistakes to Avoid When Financial Planning
Financial habits now are crucial to your future retirement. In financial planning, we often see mistakes early on that lead to fewer...
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