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Copy of Can You Keep Your Lifestyle in Retirement_

Can You Keep Your Lifestyle in Retirement?

By Jonathan Harner, CFP®  Maintaining health in retirement comes with significant costs, and it’s crucial to plan for them in advance. Many people underestimate the expenses and level of care they’ll need, including supplemental Medicare plans and long-term care. However, with wise investment decisions and proper planning, you can reduce the uncertainty and better prepare …

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Copy of 2023-1_See a Sample Financial Plan

See a Sample Financial Plan

By Jonathan Harner, CFP®  Planning for the future is something most people know they should do, but they might not know exactly what to do—or how to get started. This is where financial planners can add significant value. We can assess your current financial situation, identify long-term goals, and create a path toward success. But …

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Why You Should Consider Sending Your RMDs Straight to a Charity (1)

Why Sending Your RMDs to Charity Might Be a Great Financial Strategy

By Jonathan Harner, CFP®  Once you reach a certain age, you may be required to withdraw money from your retirement savings accounts, even if you don’t need the cash flow. These required minimum distributions (RMDs) impact your financial planning and—more importantly—your tax obligations.  But giving your RMDs to charity can be a great strategy because …

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