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Good financial planning starts with a conversation about expenses. If you have a firm understanding of your current expenses, it can help you reduce your bills and debts, while increasing your savings. Small items like sandwiches, coffee, or newspapers may cost $3 - $5 per...

Retire804.com can help you understand your pension options. We will give you a quick introduction to the three pension types, how they differ in your monthly take-home pay, and how each will affect your spouse if you were to pass. Again, the numbers will...

In this video, we discuss an experience we had with Howie, who was a package driver in the Mount Vernon building. Howie attended a seminar with Retire804 and, equipped with the information he gathered, began to envision life in retirement. He had already begun to...

It’s easy to delay conversations that might feel as if they are more trouble than they are worth. As comprehensive financial planners and investment advisors, we want to make it easy for you to have a conversation that you might have otherwise delayed. We personally...

Income Planning? Think Expense Planning First! Carolyn was an administrator at a local college, and was planning to retire in one year. She was feeling good about the decision. She estimated her retirement expenses to be $4,000 per month, or 20% less than her expenses while...

Four years ago, Howie was contemplating retirement. At 55 years old, he qualified for his pension based on his age and years of service with the company. He attended a pre-retirement seminar hosted by his union, and scheduled an appointment to double check his retirement...

It’s hard to think about spring cleaning while there is still a morning frost on the car windshield. But, the calendar says it’s April, taxes are due next week, Sean and Colin start soccer practice tonight, and the little league baseball opening day parade is...

During my teaching days, that is a question I always asked my students during the first class of the semester. The answers varied. Some students said “to make money” or “to beat the market” (those were unacceptable C- answers)....

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