Albrightsville Office

2681 State Route 903

Frosty Mountain Plaza
Albrightsville, PA 18210

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Healthcare Costs in Retirement

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Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

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Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

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There are things about Social Security that might surprise you.

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Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.

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It's important to make sure your retirement strategy anticipates health-care expenses.

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Rightsizing for Retirement

What does your home really cost?

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