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Read more about the article Don’t underestimate these retirement expenses

Don’t underestimate these retirement expenses

  • Post author:
  • Post published:August 16, 2023
  • Post category:Market Updates/Retirement Planning

As you head toward retirement and your excitement grows, don’t forget to consider your likely retirement expenses. An AARP article, 10 Biggest Expenses in Retirement has some interesting information about…

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Read more about the article What to Include in Your Retirement Budget

What to Include in Your Retirement Budget

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  • Post published:July 26, 2023
  • Post category:Retirement Planning

As you prepare for retirement, there are a number of things you can consider when making a budget. A U.S. News and World Report article, 10 Costs to Include in…

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Read more about the article What to do if you lose your job near retirement

What to do if you lose your job near retirement

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  • Post published:March 15, 2023
  • Post category:Financial Planning/Market Updates/Retirement Planning

Unfortunately, some people will be confronted with the challenge of losing their job shortly before they plan to retire. It cancertainly be a scary development, but one of the most…

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Read more about the article How much cash should I have on hand?

How much cash should I have on hand?

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  • Post published:February 16, 2023
  • Post category:Financial Planning/Market Updates/Retirement Planning

Given that we’re increasingly becoming a cashless society, the question of how much cash we should keep on hand is difficult to answer. A U.S. News and World Report article,…

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Read more about the article How to make your money last

How to make your money last

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  • Post published:January 6, 2023
  • Post category:Financial Planning/Retirement Planning

We believe it’s perhaps one of the most common question that retirees ask financial services professionals: How do I make my money last for my lifetime? An AARP article, 5…

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Read more about the article Are You Maxing Out Your 401(k)?

Are You Maxing Out Your 401(k)?

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  • Post published:November 7, 2022
  • Post category:Financial Planning/Retirement Planning

For many Americans, a 401(k) is a huge part of their financial strategy. That’s because, for a lot of folks, a 401(k) and Social Security will be their primary sources…

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Read more about the article How Do I Know When It’s Time to Retire

How Do I Know When It’s Time to Retire

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  • Post published:October 19, 2022
  • Post category:Retirement Planning

Wondering when it’s an appropriate time to retire? Let’s look at some of the common indicators that you may be ready to leave work for good. An Investopedia article, 6…

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Read more about the article 401(k) Mistakes You Have to Avoid

401(k) Mistakes You Have to Avoid

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  • Post published:June 21, 2022
  • Post category:Retirement Planning

401(k)s are an essential part of retirement planning for many Americans. Because of their importance, it’s critical to avoid making mistakes with a 401(k) strategy. Make sure you know what…

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Read more about the article The Four Phases of Retirement

The Four Phases of Retirement

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  • Post published:May 17, 2022
  • Post category:Retirement Planning

While there’s nothing wrong with dreaming big about retirement, it’s important to remember that how you think about retirement is likely to change over time. No matter how your circumstances…

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  • All written content on this site is for information purposes only. Opinions expressed herein are solely those of SRS Wealth Management, LLC dba SRS Wealth Management and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by SRS Wealth Management, LLC dba SRS Wealth Management an Investment Advisor in the State of California. Insurance products and services are offered through Successful Solutions, LLC, an affiliated company. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of California or where otherwise legally permitted. We are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
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