Master Retirement Spending: Craft Your Income & Expense Blueprint 
Retirement Planning, Financial Planning Cary Smith, Director of Business Development Retirement Planning, Financial Planning Cary Smith, Director of Business Development

Master Retirement Spending: Craft Your Income & Expense Blueprint 

Retirement isn’t just about saving—it’s about knowing how to spend wisely. After years of diligent saving, the challenge shifts to making that money last. A structured retirement income and expense plan is essential for ensuring long-term financial security. In this article, we’ll explore how to optimize income sources, manage expenses, build a realistic budget, and withdraw funds efficiently to maintain a comfortable lifestyle. 

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How to Prepare for Long-Term Care: Financial Strategies and Options 
Retirement Planning, Financial Planning Cary Smith, Director of Business Development Retirement Planning, Financial Planning Cary Smith, Director of Business Development

How to Prepare for Long-Term Care: Financial Strategies and Options 

Planning for long-term care is a critical component of financial security, especially as life expectancy increases. With the rising cost of healthcare, preparing for potential long-term care expenses is essential to maintaining quality of life without depleting savings. This article explores key financial strategies, including long-term care insurance, Medicaid planning, and asset allocation, while also discussing the tax implications of these decisions. 

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It’s Financial Literacy Month - Key Components for Financial Success
Amar Shah Amar Shah

It’s Financial Literacy Month - Key Components for Financial Success

Financial literacy is the cornerstone of a secure and prosperous future. Understanding the fundamental principles of money management empowers individuals to make informed decisions, navigate economic challenges, and achieve their financial goals. At the heart of financial literacy are six essential components: earning, spending, saving and investing, borrowing, protecting, and financial education and planning.

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Student Loan Forgiveness: A Tax Planning Perspective
Tax Planning Loren Bailey, Senior Wealth Manager Tax Planning Loren Bailey, Senior Wealth Manager

Student Loan Forgiveness: A Tax Planning Perspective

Education is a powerful tool, enhancing your quality of life and unlocking countless opportunities, from valuable social connections to better career prospects with higher salaries. You've dedicated years to your education, driven by the belief that it's a path to success.

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Top 5 Retirement Money Mistakes
Client First Capital Client First Capital

Top 5 Retirement Money Mistakes

After 17 years in the financial planning business.  These are the 5 most common mistakes I see on a monthly basis.

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