Category Archives: Retirement Planning

Sage Financial Advisors Webinar: Retirement, New Challenges Facing Young Investors, and Outlooks

“Hazy” yes, but “lazy days of summer” no – It’s been a busy summer. We greatly appreciate playing a role in your lives – keeping you on track, helping you think things through, or just listening. Please join us next … Continue reading

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Top 5 Favorite Online Financial Tools and Their Limits

Imagine you’re being shipped to a deserted tropical island. What one item would you take? Now ask a thousand people the same question. We’d face similar conditions but would choose different things. Some would go for survival – drinking water, … Continue reading

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The Third Phase of Retirement: Reflection

Traditional discussions about retirement planning often involve two objectives – accumulating enough money to last a lifetime, then having a way to pass it on to your loved ones. However, there’s a big chunk between retiring and dying where you’re … Continue reading

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The Second Phase of Retirement: New Directions

The average American spends four decades dreaming and saving for retirement. Some transition well. Others struggle. Advertisers portray retirement as a life of leisure – endless walks on the beach and rounds of golf. But as Mitch Anthony wrote in … Continue reading

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The First Phase of Retirement: Honeymoon

Orson Welles once said, “If you want a happy ending, that depends of course, on where you stop your story.” Some people when planning for retirement focus only on “The Number” – how much I need in monthly income or … Continue reading

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Roth IRA Conversions Might be a Smart Move for 2018

The world’s best winter Olympic athletes meet in PyeongChang. Alpine skiers Vonn, Shiffrin, Ligety, Nyman and their teammates have a job which is basically to get from the starting gate to the finish line with a few obstacles to navigate … Continue reading

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Retiring Sooner

The Transcontinental Railroad brought thousands of settlers westward. In 1879, people began eyeing a dusty region known as the “Unassigned Lands.” The early group of supporters and promoters were known as “Boomers.” Farmers and ranchers sought new virgin territory to … Continue reading

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2 Areas That Will Make You Revisit Your Retirement Plan

The USS Enterprise stood as a formidable power and deterrent for half a century. She’s almost four football fields in length, has a flight deck that spans four and a half acres and weighed 94,000 tons. The “Big E” sailed … Continue reading

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The Art of Retirement Cash Flow

Part of the Oakland skyline is slowly vanishing as the demolition of the east span of the Bay Bridge continues. The bridge was built in the Great Depression. It was a “double decker” with two spans – western section connecting … Continue reading

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Need a New Year’s Resolution Do-Over?

Is your New Year off to a rough start – More strength needed to birth a new habit, rocky investment markets, or perhaps your team didn’t make it to Super Bowl 50? Well, you’ll have the chance for a do-over. … Continue reading

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