Quick Guides

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The Definitive Guide to Retirement Income Planning

As you prepare for retirement, one of your primary goals will be planning to replace your working income with retirement income from sources such as Social Security, pensions, annuities, and investments.

A good retirement income plan can translate to improved financial confidence and peace of mind, so you can enjoy your retirement instead of fretting about financials. Whether you have charitable ambitions, want to create incredible experiences with your grandchildren, or have plans to travel, learn how an income plan can assist you in reaching your retirement goals.

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Your Guide to Hiring the Right Financial Advisor

Searching for the right financial advisor can often feel like searching for a light switch in the dark. You have an idea of what to do and where to look, but getting there can be a little hazardous. Of course, when you’re searching for a light switch in the dark, your biggest worry is stubbing a toe. But when you make a mistake with a financial advisor, you may pay for it far longer than a couple of weeks. You could put yourself years behind on your goals if you aren’t advised by the right person. Use this guide in your search for the right financial advisor for your specific situation.

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Essential Guide to Backdoor Roth IRA Conversions

IRA stands for Individual Retirement Account. It’s a tax-advantaged account that you can, in most cases, start independently (without an employer) in order to invest in your future. IRAs come in a variety of forms, like SEP IRA, SIMPLE IRA, nondeductible IRA, spousal IRA, and self-directed IRA. However, in this article, we will focus on two of the most common types of IRAs: traditional and Roth. We’ll explore strategies that allow the higher income earner to access the tax-advantaged Roth IRA.

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Tax Planning for Retirement 101

In order to make the transition into and through retirement as smooth as possible, you’ll need a forward-looking approach to your finances, including your taxes. The actions you take now (or don’t take) can have massive implications for the future, regardless of whether you are still in your working years or already enjoying your golden years.

Tax planning is the process of coordinating the various components of a financial plan with an overarching tax strategy in mind. The goal of this process is to minimize tax liability as much as possible. Learn how it works.


If you’re looking to plan for your financial future – investing, saving for retirement, or taking on a new financial goal – it can be intimidating to go it alone, but getting the right help can be complicated as well. How do you know which professionals are qualified to assist you in your financial life, and which ones are right for your needs?

But before you begin searching for a CERTIFIED FINANCIAL PLANNER™, there are several things you need to know about hiring and working with a CFP®. Fortunately, we’ve got your guide to doing that right here.

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When To Hire a Financial Advisor?

October is National Financial Planning Month! It’s a time before the holidays when everyone can take a step back and review their financial pros and

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