Are You Financially Ready to Retire in Ten Years?

The last decade before you plan to retire is an important one. It's kind of like you’ve been climbing a mountain. You’ve been preparing for a long time to make the climb. When people prepare to climb a mountain, don't they also plan to get back down ...

7 Smart Money Moves to Make Before You Retire

Life has treated you pretty well up to this point. Your career is going good, your kids are growing up and leaving the nest, and you’re finally starting to focus on yourself and what you want out of life.

Harsh Realities of a Traditional Teacher Retirement Plan

When it comes to retirement plans, things may seem straightforward for new teachers. You automatically contribute to your pension plan, and to supplement that, there’s usually a nice coffee hour or happy hour with brokers who will help you sign up ...

What Will Your Teacher's Pension be Worth When You Retire?

As a teacher, you’re in a position of having some of your retirement planning done for you. You’re most likely paying a percentage of your salary into your pension, and when you retire from teaching, that will be your income. The question most ...

A Teacher’s Guide to Planning for Retirement

Teachers are in a unique position when it comes to saving for retirement. Many public-school teachers automatically contribute toward a state teacher’s pension, and many assume that, because of this, retirement planning is essentially done for them. ...

Being SMART about Tax-Aware Retirement

Since you’re here, you’re ready to start having a conversation about being SMART with your money. At Safe Money Partners we want to make sure our clients are SMART about their retirement planning. Being 'SMART' means making certain our clients will ...

Setting Up For Tax-Aware Retirement Success

The government wants their "cut" and one way or another, Uncle Sam will get his money. When you take a disbursement from a traditional 401, IRA or qualified account Uncle Sam will be waiting with a purse in hand to collect the tax on your withdrawal.

What Tax Free Retirement Strategies are Available That You Can Use?

Everyone’s Situation Is Different What strategies are available that you can use? It depends on the overall situation, but working with a team of experts (Financial Planners, CPAs, Actuaries, Wealth Managers, and Estate Planning Attorneys) can help ...
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