Financial Investment Advisor Blog

Planning for a $500K Retirement in 2023: Strategies for a Secure Future

You might be considering the big question, “Can I retire with 500k?”
For many, this is the ultimate query, akin to asking if half a million is enough to retire. We all aspire to retire comfortably, but what does that entail?

Author
Christopher K. Winn
Nov, 21 2022 · Financial Planning
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What Things You Must Do 6 Months Before You Retire? The 2023 Complete Checklist

Plan your retirement in 2023 with ease using our essential checklist. Navigate financials, reduce debt, and set up for healthcare and emergencies for a secure future.

Author
Christopher K. Winn
Nov, 21 2022 · All articles
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What Are the I-Bonds and Why Should You Invest? A Complete Guide on Series I US Saving Bonds

What are i-bonds and is it worth investing your funds? What are the current rates? When do series i-bonds mature? Learn everything about series I bonds in our blog!

Author
Christopher K. Winn
Oct, 31 2022 · All articles
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Retirement Expenses 101: The Largest Expenses Average Retirees Pay and How to Prepare Now

Unexpected expenses in retirement might seem a minor risk, but without a retirement budget plan you can find yourself spending thousands where you could have saved. Check our blog to learn about typical retirement expenses to prepare for.

Author
Christopher K. Winn
Oct, 31 2022 · All articles
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5 Ways to Save for Retirement After Maxing Out Your 401(k) and Roth IRA

Thinking of retiring? Great! But before you hang up your hat, do you have enough savings set aside for retirement? As it stands, the average American has about $167,944 saved for retirement. But what happens when you max out your Roth IRA and 401k for the year? The IRS has strict limits on how much…

Author
Christopher K. Winn
Oct, 03 2022 · Retirement Planning
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10 Effective Financial Planning Tips for Small Business Owners

As a small business owner, you’re expected to wear many hats. You’re the CEO, the CFO, and the Chief Marketing Officer all rolled into one. You’re responsible for the day-to-day operations of your business, long-term planning, and strategic decision-making. And while you might be the jack of all trades, there’s a good chance you’re not…

Author
Christopher K. Winn
Oct, 03 2022 · Business Owner Planning
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