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Do You Need an Emergency Fund in Retirement?

Most retirees struggle with how to deal with their emergency fund. It’s there to help you deal with, well, emergencies. Retirees are just as prone to emergency as others, if not more so.

Should Legacy Goals Be Part of Your Retirement Plan?

Figuring out how to plan for your legacy goals is a nice problem to have. But that doesn’t mean you shouldn’t worry about it. Whether or not legacy goals are part of your plan can seriously impact what your retirement will look like. Including them means you’ll have less to spend on yourself (and you’ll […]

What is a Bond Ladder?

Bond ladders sound like another complicated finance concept only investing geeks understand, but they’re actually pretty simple. The easiest way to view them is as though you’re setting up your own annuity by prepaying for at least some of your income in retirement.

Are You Ready for a Challenge?

Register to attend our FREE 4-Day Retirement Income Challenge event on March 4th – 7th from 12:00 – 2:00 PM ET each day.

Click below to learn more and reserve your spot!