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70% of People in a Study Say THIS Will Be Key to a Successful Retirement
Charisse explores what may be the most important factor for you to have the retirement you’re dreaming of.
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Published on 1Â month, 1Â week ago
5 Things to Give You the Green Light for Retirement
There are a record number of people turning 65 this year and they are wondering if they are ready to retire. Charisse goes through her list to give you the green light.
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Published on 1Â month, 1Â week ago
A Common Find in Our Retirement Portfolio X-Ray
When you come in for your Portfolio X-Ray, we’ll dive into the risk you are taking, your performance, your tax liability, and more. But today we discuss what might be the most eye-opening moment of o…
Published on 1Â month, 2Â weeks ago
How Has the Big Beautiful Bill Changed Your Retirement Planning?
Taxes, Social Security, and Healthcare. The laws keep changing. What do you need to know about the Big Beautiful Bill?
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Published on 1Â month, 2Â weeks ago
If You Die with Millions, Your Financial Plan Failed!
The fear of running out of money is real, and it has created another new problem in retirement.
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Published on 1Â month, 3Â weeks ago
Are You Addicted to the Growth of the Stock Market? | The #1 Spending Problem People Face in Retirement | This 401(k) Choice May Not Be Working for You | Two Forces That May Grab HALF of Your Retirement Savings
On this episode:
TINA is back! People believe There Is No Alternative to the stock market. Are they correct? You may not spend too much or run out of money in retirement. But you may make this easy …Published on 1 month, 3 weeks ago
Do You Have to Be On the Market Roller Coaster?
The CBS Morning Show is following people getting ready for retirement. After the April market pull back, they visited with one couple from Boston who were feeling the pain of losing market money and …
Published on 1Â month, 4Â weeks ago
The Angry Dog Ready to Take a Bite Out of Your Retirement Money
Charisse and her daughter Ella have fun with Dog Bite Awareness month. How big and bad is the dog after your retirement money?
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Published on 2Â months ago
97% of You Fall into This Category for Retirement Planning
The number of people that have over a million dollars saved for retirement is shockingly low. Are your retirement concerns and planning that much different than a millionaire?
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Published on 2Â months ago
At What Point Do You Get Off the Market Roller Coaster? | How Many People Have Actually Saved 1 Million Dollars for Retirement? You’ll Be Shocked | What Could Take the Biggest Bite Out of Your Retirement Money?
On this episode:
If the up and down of the stock market bothers you, ask yourself THIS question. The number “they say” we need for retirement keeps going up. How many people are actually getting the…Published on 2 months, 1 week ago