Author Archives: Bob Coode, CSA

What You Can Do With a Will

A will is often the cornerstone of an estate plan. With that being said, here are five things you can do with a will.

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Managing Debt While Saving for Retirement

It’s a Catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement.

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Working in Retirement: What You Need to Know

Planning on working during retirement? If so, you’re not alone.

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What is a Funeral Trust?

Prepaying funeral expenses may allow you to “lock in” costs for future funeral or burial services at an agreed-upon price.

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Is it Wise to Trade Your Pension for a Lump Sum?

For many workers, there may be mathematical and psychological advantages to keeping a pension. On the other hand, a lump sum could provide financial flexibility that may benefit some families.

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Converting Retirement Savings to Retirement Income

You’ve been saving diligently for years, and now it’s time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into retirement income. But hold on, not so fast. You may need to take a few steps first.

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401(k) Withdrawals: Beware the Penalty Tax

Did you know that the Internal Revenue Code contains quite a few exceptions that allow you to take penalty-free withdrawals before age 59½?

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Grandparents Can Help Bridge the College Cost Gap

For many families, a college education is a significant financial burden that is increasingly hard to meet with savings, current income and a manageable amount of loans. For some, the ace in the hole might be grandparents.

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Growth, Value or Both?

The terms growth and value are often used to describe two different investment strategies, yet many investors may want both qualities in an investment. It’s helpful to understand the opposing ideas, even if you want the best of both in your portfolio.

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