Financial advisors are asked to play a unique role in retirement. They help people make strategic decisions, not just manage the numbers. Let's dive into their importance in keeping emotion out of your decision making. 

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Couples face unique challenges and opportunities when it comes to financial

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When addressing how your emotions play a role in your finances, you might consider rebalancing your investment strategy by selling, buying, and moving assets around. But there are key factors to be aware of when it comes to the action of actually executing a rebalancing, so let’s jump in.

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Financial markets can be emotional even for the most seasoned investors. When headlines get loud and the economy feels uncertain, the instinct to make quick decisions can take over. Next, we’re exploring how to avoid emotional decision-making and how working with a financial advisor can keep you grounded, focused, and moving forward!

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Whether you’ve lived in your home for decades or you’ve hopped houses every few years, the taxes and fees associated with a home sale are important to understand if you’re expecting to gain proceeds to finance a portion of your retirement needs. Stay tuned as we jump into what you need to know about home sale taxes and retirement strategy.

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When it comes to retirement income, timing is everything. That’s especially true when Required Minimum Distributions (RMD's) enter the picture. Having a plan for RMDs isn’t just about following the rules; it’s about saving on taxes, avoiding costly penalties, and preventing large, unexpected withdrawals that could suddenly push you into a higher tax bracket.

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You can’t control broader shifts in the economy, but in retirement, if you’re aware of these forces, you can plan around them. One of the smartest ways to do that is by reducing your personal expenses where you can, especially when it comes to taxes. The way you structure your withdrawals and manage different types of accounts can have a big impact on how much you actually keep - let's dive in!

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When planning for retirement, the first questions you might ask include: What’s my investment plan? What are my income goals? One of the most important factors that can impact your long-term financial decisions is the Fed’s interest rate path, so let's discuss!

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Generational wealth doesn’t just happen. It’s strategically protected. Too often, wealth can be lost due to a lack of planning. From tax strategies to family education, there are steps you can take now to protect what you’ve built. Let’s explore how planning as a family can preserve wealth for generations to come.

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Financial security is about being prepared for life’s expenses in a way that allows you to cover important costs while still maintaining the foundation that allows you to cover your daily costs. A healthy emergency fund is a key piece of that puzzle… but when you use it, how do you replenish it on a retirement budget?

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