retirement

Different Ways To Grow

Post author:pat
Post published:May 11, 2021
Post category:Saving
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Have you ever heard about the DRIP savings plan? Putting money in the stock market has traditionally been a great way to grow your money over the long term. There…

Paying Off Pizza

Post author:pat
Post published:May 7, 2021
Post category:Blog
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A $30 Pizza?! Why Managing Your Credit Cards is So Important! You may need a credit card for convenience, travel, and emergencies, but managing it responsibly is just as important!…

Misconceptions

Post author:pat
Post published:April 8, 2021
Post category:Finance Financial Planning Financial Strategies IUL Money Management Retirement
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I’m concerned! Having been in the financial services industry for 35 years, it’s important to me to minimize “misinformation.” With the advent of the internet, other financial advisors, TV &…

The 4% Withdrawal Rule in Retirement: It’s Not For Everyone!

Post author:pat
Post published:March 28, 2021
Post category:Financial Planning Retirement
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The 4% Withdrawal Rule in Retirement: It’s Not For Everyone! For over 35 years, I have often heard about the 4% withdrawal rule. This rule implies that you can withdraw…

Different Ways To Grow

Paying Off Pizza

Misconceptions

The 4% Withdrawal Rule in Retirement: It’s Not For Everyone!

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