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Setting investment goals
Investments Planning Retirement Retirement Planning & Investments The CFS* Team

Setting and Targeting Investment Goals

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn’t it? But that’s what investing without setting clear-cut goals is like. If you’re […]

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Investment planning basics
Planning Retirement Retirement Planning & Investments The CFS* Team

Investment Planning: The Basics

Why do so many people never obtain the financial independence that they desire? Often it’s because they just don’t take that first step–getting started. Besides procrastination, other excuses people make are that investing is too risky, too complicated, too time consuming, and only for the rich. The fact is, there’s nothing complicated about common investing […]

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Estate planning income tax basics
Planning Retirement Retirement Planning & Investments The CFS* Team

Estate Planning and Income Tax Basis

Income tax basis can be an important factor in deciding whether to make gifts during your lifetime or transfer property at your death. This is because the income tax basis for the person receiving the property depends on whether the transfer is by gift or at death. This, in turn, affects the amount of taxable […]

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Closing the retirement income gap
Planning Retirement Retirement Planning & Investments The CFS* Team

Closing a Retirement Income Gap

When you determine how much income you’ll need in retirement, you may base your projection on the type of lifestyle you plan to have and when you want to retire. However, as you grow closer to retirement, you may discover that your income won’t be enough to meet your needs. If you find yourself in […]

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Health insurance in retirement
Planning Retirement Retirement Planning & Investments The CFS* Team

Health Insurance in Retirement

At any age, health care is a priority. When you retire, however, you will probably focus more on health care than ever before. Staying healthy is your goal, and this can mean more visits to the doctor for preventive tests and routine checkups. There’s also a chance that your health will decline as you grow […]

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