Publications

3 Ways to Spend Your Retirement

Author: Matthew Maennche January 11, 2019 January 23, 2019

Posted in: Retirement Planning

3 Ways to Spend Your RetirementPreparing for retirement can be such an exciting opportunity, especially after having worked hard for the last couple of years. The thought of retirement comes … Continue reading

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How Roth IRAs Could Lower Your IRA Distribution Taxes

Author: Matthew Maennche October 8, 2018 January 11, 2019

Posted in: Financial Planning, Retirement Planning

How Roth IRAs Could Lower Your IRA Distribution TaxesOne thing you can consider to save on federal income taxes during your retirement is to convert your qualified tax money into … Continue reading

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Helping Preserve Your Retirement Assets by Taking Smaller Distributions

Author: Matthew Maennche October 8, 2018 January 11, 2019

Posted in: Financial Planning

Helping Preserve Your Retirement Assets by Taking Smaller DistributionsYou own two pots of money: The money that has already been taxed (let's call it "regular money") and the money that … Continue reading

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An Alternative to Tax-Free Bonds

Author: Matthew Maennche October 8, 2018 December 11, 2018

Posted in: Financial Planning

An Alternative to Tax-Free BondsWhile tax-free bonds can be a popular source of tax-free income, some retirees are not aware that they can receive a potentially higher source of cash … Continue reading

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How Fixed Immediate Annuities Can Help Increase Cash Flow

Author: Matthew Maennche October 8, 2018 December 11, 2018

Posted in: Financial Planning

How Fixed Immediate Annuities Can Help Increase Cash FlowIt’s possible to increase your monthly cash flow with a fixed immediate annuity. An immediate annuity is simply the payment of a … Continue reading

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Four Important Financial Issues for Retirees

Author: Matthew Maennche October 8, 2018 December 11, 2018

Posted in: Financial Planning, Retirement Planning

Long Term Care1. Having Sufficient IncomeMany retirees want to generate sufficient income so that they never need to consume their principal. In fact, moat invest in a manner that will … Continue reading

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Retirement Issues

Author: Matthew Maennche October 8, 2018 December 11, 2018

Posted in: Financial Planning, Retirement Planning

Retirement IssuesRetirement is not just about the size of your nest egg. There are several considerations for a comfortable retirement experience in addition to a financial retirement plan. These considerations … Continue reading

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Protecting Your Assets

Author: Matthew Maennche October 8, 2018 December 11, 2018

Posted in: Insurance, Retirement Planning

Protecting Your AssetsWhile everyone needs car, homeowners and health insurance, there are specific types of insurance that are very pertinent to seniors or retirees. These senior insurances are detailed below, … Continue reading

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Retirement Income Sources

Author: Matthew Maennche October 8, 2018 December 11, 2018

Posted in: Financial Planning, Retirement Planning

Retirement Income Sources Many retirees lack control over 50% or more of their retirement income. For example, if a retiree has income of $50,00 annually, and $30,000 comes from social … Continue reading

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Generating Retirement Income

Author: Matthew Maennche October 8, 2018 December 11, 2018

Posted in: Financial Planning

Generating Retirement Income Financial planning prior to retirement is focused on asset accumulation, tax minimization, and maintaining a budget that allows for maximum savings. Retirement financial planning, however, is focused … Continue reading

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