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Blog

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Chris Reddick | Mar 29, 2021

How to Create a Basic Financial Plan

Finance
Lifestyle

Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to create a plan is much easier than you may

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Chris Reddick | Mar 22, 2021

Should I take my pension as a lump sum?

Pension

Many pension plans offer an array of options to take your pension when you retire. One option is the lump sum. This is an important decision to make as once it

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Chris Reddick | Mar 11, 2021

Rules of Thumb for Educators Saving for Retirement

Retirement

For those in the education field, such as teachers, professors, and administrators, it incumbent upon them to save for retirement. One of the benefits of

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Chris Reddick | Mar 8, 2021

A Simple Strategy For Achieving Your Financial Goals

Financial Planning

Goal-Based Financial Planning

Goal-based financial planning has become extremely popular in personal finance circles. This is where you prioritize your

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Chris Reddick | Mar 1, 2021

Corporate Employees, Financial Wellness, and Financial Planning

Financial Planning

The employee benefits for professionals in corporate careers can be generous. Increasingly, most large corporate employers' focus is to provide some level of

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Chris Reddick | Feb 22, 2021

What Issues Should I Consider If I Experience A Sudden Wealth Event?

Investments

You can experience a variety of wealth events that lead to a financial windfall, including the sale of a business or real estate, an inheritance, lottery

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Chris Reddick | Feb 10, 2021

Pitfalls to Avoid For Teachers Retirement

Retirement

Teachers should try to avoid three common pitfalls when it comes to their retirement. The good news is that there are easy solutions to fix these pitfalls.

Pen

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Chris Reddick | Feb 1, 2021

The inadequacy of TRS and what to do about it?

Retirement

Teachers Pension Inadequacy

A defined benefit pension plan, such as TRS, provides a small group of long-serving teachers with good benefits while leaving short

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Chris Reddick | Jan 22, 2021

Retirement Planning For Corporate Executives

Retirement
What are the five most important decisions that corporate executives and upper management can make for a successful retirement?
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Chris Reddick | Jan 16, 2021

How to Compare 529 College Savings Plans?

college savings

A challenge for most parents with children is to determine how to save for their college education. As you know, the cost of a college education is rising at a

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Chris Reddick | Jan 8, 2021

Is it better to transfer your old 401(k) to your new 401(k) plan when changing corporate jobs?

Retirement

Employees in corporate professional careers often switch jobs during their careers. But what should you do with the old 401(k) or 403(b) retirement plan?

Depen

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Chris Reddick | Jan 7, 2021

Best Practices For Saving for my Child’s College Education

college savings

A recent survey on How America Pays for College 2020 by Sallie Mae of almost 2,000 parents and students of college-aged children revealed that families continue

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XY Planning Network
RICP Retired Income Certified Professional
CFP - Certified Financial Planner

 

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