Annual Financial To-Do List

Posted by Creekmur Wealth Advisors on 1:17 PM on December 12, 2019

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Things you can do for your future as the year unfolds.

What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing your taxes. You have plenty of choices. Here are a few ideas to consider:

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Topics: Budgeting, Build True Wealth, Financial Planning, Goals, Investing, Investments, long term objectives, Planning, RMD, RMDs, saving and investing, Stay focused on objectives

5 Retirement Concerns Too Often Overlooked

Posted by Creekmur Wealth Advisors on 2:37 PM on September 4, 2018

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Baby boomers entering their “second acts should think about these matters.

 

Retirement is undeniably a major life and financial transition. Even so, baby boomers can run the risk of growing nonchalant about some of the financial challenges that retirement poses, for not all are immediately obvious. In looking forward to their “second acts,” boomers may overlook a few matters that a thorough retirement strategy needs to address.

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Topics: Baby boomers should think about these, Uncategorized, Eldercare needs, Financial Planning, Required Minimum Distributions, Retirement, RMDs

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