Inflation has plenty of economic effects on the financial market, but it affects your every day too. It may effect mortgage and credit rates, or impact your savings accounts, but most notably, inflation affects your budget. So how do you adjust your budgets to keep pace?

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Your retirement strategy isn’t about making as much money as possible, buying low and selling high, or a short-term stock strategy. It’s simply about covering the costs of your retirement. And when you don’t have to be concerned with market movements, you can spend more time enjoying your retirement.

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“What should I do with leftover 529 college savings?” It’s a common question for families who’ve set aside more than needed for education. The good news? You have several options to make the most of those funds—without letting them go to waste or facing unnecessary penalties. Let's discuss! 

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Taxes could be one of the largest expenses you have in retirement. So, do you have a plan if taxes rise? Is your retirement strategy secure? This is such an important topic for retirees today—and being unprepared could cost you more than you think— lets discuss!

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Estate and wealth transfer can be a difficult conversation for many reasons. It not only involves discussing a loved one’s passing, but also talking about how assets and money will be split up between family members. Let’s discuss some key tools and strategies to help you start the conversation.

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“When should you officially retire?” That’s one of the first questions you might ask when you start thinking about retirement…The answer often lies in when you can or should claim Social Security. Let's discuss!

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Hitting your 50s? Retirement is probably on your mind, but how does your 401(k) stack up? Are you on track, or falling behind? Let’s break down where you should be, how your peers are saving, and what you can do now to maximize your retirement future! 

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Social Security is one of the most important pillars of retirement income, yet many retirees are unaware of the key changes that impact their benefits each year. Let’s explore the upcoming changes to Social Security in 2025 and what they mean for your retirement decisions!

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You may or may not be happy about lower inflation levels and general price stability, but if you were counting on another large increase to your Social Security check in 2025, you might have to change your plans… let's discuss!

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Social Security may seem like a solid safety net for your retirement income needs. While it’s designed to be a crucial support system, it comes with some key strategic decisions to make the most of it… especially because it may be subject to an income tax!

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