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Yes, Social Security Income Is Taxable – But Yours Doesn’t Have To Be

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Yes, Social Security Income Is Taxable – But Yours Doesn’t Have To Be

As you move toward retirement, you can’t be content just to accumulate assets. You need to develop a retirement income plan that can help guide you when it comes time to turn savings into sustainable retirement income.

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The Art of Being Thankful

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The Art of Being Thankful

Published by Stephanie Wilson, Lead Communications Associate It’s the time of year when our thoughts go to thankfulness for our family, friends, and all we have received.

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Avoiding The “Big Mistake”

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Avoiding The “Big Mistake”

Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor In the summer of 2000, someone I knew for about 5 years calls me with a question. He wanted to know if he should sell his Enron bonds or keep them. 

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The Importance of Credit

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The Importance of Credit

Published by Annah Tucker, Director of Operations We have all been taught that you need credit in order to obtain goods or services, based on the trust that payment will be made in the future. 

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Compounding Wealth (and Wisdom)

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Compounding Wealth (and Wisdom)

No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.

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Inflation and the Illusion of Safety

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Inflation and the Illusion of Safety

This chart brings back some memories. In 1971 I was a pre-teen growing up in Houston, Texas.

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4 Tips to Take Your 401(k) to the Next Level

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4 Tips to Take Your 401(k) to the Next Level

The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.

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Retirement for Young People

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Retirement for Young People

Published by Sidney Meriweather, Relationship Manager I was sitting in class for one of my CFP® courses, and the professor asked me, “When do you plan to retire?” I really couldn’t come up with a good answer other than, “maybe 65?”

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When Work Becomes Optional

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When Work Becomes Optional

Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor WHAT WILL YOU DO WHEN WORK BECOMES OPTIONAL?  For most people, there is never enough money. Either that is factually true, meaning the numbers just don’t add up yet, or, it’s emotionally true, they will never feel like they have enough, regardless of the numbers.

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Is a SIMPLE IRA a Good Option For You On Your Consulting Income?

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Is a SIMPLE IRA a Good Option For You On Your Consulting Income?

Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor Many people retire in their mid-50s to mid-60s but continue working on the side as contractors. The side gig is a way to earn some extra spending money and stay engaged mentally and socially. In this situation, you have an option to fund a SIMPLE IRA plan that can be very attractive and save you some serious taxes. Here’s how it works. Suppose you retired and are doing consulting work now, earning profits of $20,000 per year. This consulting income must be reported as self-employed income and most people will...read the full article

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