retirement fund

Fees To Watch Out For With Retirement Planning

Fees to Watch Out For With Retirement Planning Play in new window | DownloadJoin Dave and Nick as they discuss an Aol Finance article titled Hidden Fees To Watch Out for in Retirement. As fee-only financial planners, we always operate as fiduciaries. This means that we are legally obligated to provide advice that is in your best interest. […]

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How Much Money You Need To Retire

How Much Money Do You Need to Retire? Play in new window | DownloadDave and Nick discuss current headlines and guidelines on how much the average American “needs” for retirement. Find out if they agree.  Are the numbers accurate? How can you calculate what you actually need? Listen to the full episode to learn the Kitchen Table […]

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Ask A Financial Advisor Anything Part 4

Ask A Financial Advisor Anything – Part 4 Play in new window | DownloadThe guys are back! Get ready for Part 4 of Ask Ask A Financial Advisor Anything – Part 4a Financial Advisor Anything! Check out our listener questions below and listen to the episode to hear the answers. Got a question? Send it to […]

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Pension Choices

Pension Choices Play in new window | DownloadOften in financial planning, we face questions where the right answer is based on weighing a choice’s pros and cons and understanding the tradeoffs. Pension choices are one of those questions. If you are covered by an employer pension, you will face choices at […]

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Required Minimum Distributions

Understanding Required Minimum Distributions Play in new window | DownloadBreaking down the deal with Required Minimum Distributions. After you turn 72 years old, you will need to take a minimum amount out of your traditional IRA accounts each year. This also applies to your 401k or 403b accounts if you are no longer […]

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Employer's Retirement Plan. Field of yellow flowers with house in the distance

Getting Started in Your Employer’s Retirement Plan Play in new window | DownloadStarting a new job that offers retirement benefits is great. But your employer’s retirement plan can offer a bewildering array of choices if you’re not used to the language of savings and investing. The good news is that getting started in retirement savings requires […]

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