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As you approach retirement, the decisions you need to make can appear intimidating and endless. The aim of our team is to simplify this decision making process as much as possible.
We developed our SIMPLY RETIREMENT Process™ to help you make an educated and informed decision as to whether we are the right firm to guide you through retirement. However, as we work through this process together, it will also give you a framework for evaluating other firms you may be considering.

Retirement Planning for Individuals Nearing Retirement or Already Retired.


Retirement Planning, Tax Planning and Investment Management

retirement, taxes, tax planning, retirement income




Top 10 Tax Myths Most Retirees Believe

1. There’s nothing I can do about the amount of tax I oweThe tax code is full of CHOICES we can make to make sure we aren’t tipping the...

Deciding When to Retire

Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you'll need to estimate not only your anticipated expenses but also...

Six Most Common Retirement Mistakes

Retirement should be a time of relaxation and living a worry-free lifestyle. But that is not the reality for many older Americans whose retirement years turn into financial nightmares....
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