Category: Financial Planning

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    Traditional IRA, Roth IRA, tax/taxes/taxable

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    Should you invest in a Roth or Traditional IRA?

    Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.

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    planning through the decades

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    The Progression of Financial Planning Through Every Decade of Your Life

    Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.

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    estate planning, financial planning,

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    Why You Need a Will (and You Need One Today)

    Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will. The foundation of your estate plan is a Last Will and Testament. Without a will, you are leaving the disposition of your assets and the guardianship of your minor children to a court.

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    long term care planning

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    5 Reasons to Think About Long-Term Care Planning Today

    I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike – yet, he was still thankful for the policy. Despite the rising cost, he knew the importance of long-term care insurance in helping protect himself and his family.

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    financial resilience, financial planning, Abaris Financial Group, LLC, Concord, Massachusetts

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    5 Ways to Pump Up Your Financial Resilience

    By Abbey L. Henderson, CFP®, RLP®, CPCC® Even with the best financial planning, most of us will experience unexpected financial challenges. The stock market takes an unexpected downturn, you’re laid-off, a family member becomes ill, you live through a natural disaster – life happens and it can impact your finances. When it does, your financial resilience can make a real difference.

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    retirement planning, financial advising, Carson Wealth, Omaha, Nebraska

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    Retirement Planning: What Are You Waiting For?

    Almost half of households near retirement have nothing saved, and that’s a big problem. I believe the biggest headwind is merely getting started: saving money is hard to do. Life is filled with unpredictable events. Children, healthcare expenses and student debt exact a large toll on many Americans.

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    retirement security

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    Future Funding of Social Security Is A Pivotal Piece To Retirement Security

    You’ve probably heard of the three-legged retirement savings “stool.” The idea is that a quality savings plan for retirement starts with having three aspects of saving: personal savings, employer retirement savings and government-provided benefits.

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    financial plan

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    How to Live a Fulfilling Life – Your Financial Plan Can Help

    By Abbey L. Henderson, CFP®, RLP®, CPCC® It’s no secret that I think your life vision should be the core of your financial plan. A powerful life vision in conjunction with a well-thought-out financial plan can give you both the why and the how to live a fulfilling life.

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    financial checklist

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    Time for a Financial Checkup? Use My Financial Fitness Checklist

    By Abbey L. Henderson, CFP®, RLP®, CPCC® We tend to spend a lot of time and energy thinking about how to make more money. We strategize on how to get a raise, or we dream of finding more lucrative investments. But we often forget the importance of a regular financial checkup.

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    joy factor

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    Struggling with Financial Discipline? Use the Joy Factor

    By Abbey L. Henderson, CFP®, RLP®, CPCC® Saving money is kind of like exercising, isn’t it? It’s something everyone agrees is important, yet it’s so hard stay motivated! Financial discipline isn’t a skill we’re born with and we’re surrounded by a society that promotes instant gratification, so it’s easy to make excuses. But that only makes you feel bad, because you’re not saving money like you know you should. There has to be a better way!

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