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We help individuals and families pursue their ideal retirements.

Butler Chain Living – Meet the Dixons: Life in Lake Butler Sound

September 1, 2021

It’s Never Too Late to Start Planning for an Early Retirement

August 1, 2021

Postponing retirement is becoming a real, if unpleasant, option for many older Americans as they find that their savings matched with Social Security isn’t quite enough to pay the bills, much less fund the lifestyle they desire. So instead of retiring at 66 or 67, they push that out to 70. Then maybe 75. And…

Butler Chain Living – Meet the Dixons: Family Value and Fun

July 1, 2021

Is the Pandemic Affecting your Retirement Plans? Here’s How to Adjust

June 1, 2021

The far-reaching financial effects of the COVID-19 pandemic include its impact on retirement confidence across generations. A study by the Transamerica Center for Retirement Studies found that 20% of millennials say their confidence in their ability to retire comfortably has declined because of the pandemic. The decline increases with age – 25% of Generation X…

Make Sure Your Retirement Plan Can Survive Any Political Climate

May 1, 2021

In any era, the uncertainty over the future political climate is undoubtedly a factor when planning for retirement. Governmental fiscal policies, the party in power and its economic agenda, and new or proposed legislation can affect the economy to varying degrees. And those changing dynamics can lead to confusion and anxiety among people trying to…

One Important Retirement Age Milestone People Tend to Forget

April 1, 2021

RMDs creep up on people, and they can come with unintended tax consequences. So savvy folks plan ahead … way ahead. When those approaching retirement come to our office to discuss their plans, we find there are certain milestone ages they know by heart. Most know, for example, that after age 591⁄2, they’ll no longer…

Don’t Let Your 401(k) Go Solo – Your Retirement Needs Backup Investments

March 1, 2021

Consider other types of accounts to complement your 401(k) and provide a diverse foundation to a retirement plan. With traditional pensions going the way of rotary phones and CD players, 401(k) plans are now the main vehicle many Americans ride into retirement. Nearly 60 million American workers are active 401(k) participants. But are people relying…

Social Security: The Basics of When to Claim Your Benefit

January 13, 2020

It’s a big decision with potentially thousands of dollars at stake over your lifetime. So take your time and think about it. Retirees generate their income from any number of sources, which can vary from individual to individual, such as a pension, a 401(k), an IRA or, perhaps, rental property. But one source of income…

Financial Planning: Expert Tips to Help Keep Your Business on Track

November 7, 2018

Have you let your financial planning go unexamined in recent months? Now’s the time to assess your company’s financial plan. Is it time to make some adjustments? There’s no time like the present to take a close look at your business’s finances and make any necessary changes. Solid financial planning can help provide direction and…

How Millennials Can Retire in Their Early 60s

July 23, 2018

Planning to retire by 61? Here’s what you should do, according to retirement experts. No one can say millennials aren’t optimistic. Even with the uncertainty that surrounds stock markets today, millennials think retiring by age 61 remains a realistic possibility, according to a new Bankrate survey. However, older generations are not as confident as the…

3 Factors to Consider Before You Borrow From Your 401(k)

July 20, 2018

Despite best-laid plans, it’s not unusual for people to suddenly be hit by a major car repair, medical bill or other expense they are financially unprepared to cover. In fact, a recent report from the Federal Reserve revealed a disturbing statistic: About 40 percent of Americans can’t even cover an unexpected expense of as little…

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