Retirement Planning - Lifevest Advisors

Retirement Planning

The Cost of Waiting: How Delaying Savings by Five Years Impacts Your Nest EggBusiness

delayed savings significantly reduce retirement

Just delaying your savings by five years can drastically reduce your retirement funds, and understanding the impact can change your financial future.

Charles
October 3, 2025

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Retirement Planning

Hidden Penalties When Tapping Retirement Accounts Early—and Smarter AlternativesBusiness

early withdrawal penalties and alternatives

Getting early access to retirement funds can trigger costly hidden penalties; discover smarter alternatives to protect your financial future.

Charles
October 2, 2025

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Retirement Planning

The Psychology of the Paycheck Gap: Transitioning From Salary to Self‑Paidbusiness

I understand how the paycheck gap can trigger emotional struggles when transitioning to self-employment, and uncovering its psychology can help you stay resilient.

Charles
September 30, 2025

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Retirement Planning

How to Use a Dynamic Spending Plan to Avoid Running Out of MoneyBusiness

flexible budgeting for financial security

Getting the most out of a dynamic spending plan can prevent financial surprises—discover how proactive adjustments keep your business secure.

Charles
September 28, 2025

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Retirement Planning

College‑Age Kids and Retirement: Balancing FAFSA Tactics With Your Nest Eggbusiness

Just balancing your college-age kids’ expenses with retirement savings requires strategic tactics—discover how to protect your nest egg while supporting their education.

Charles
September 26, 2025

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Retirement Planning

Why Cash Reserves Matter More Than Ever in the First Five Years of RetirementBusiness

In the first five years of retirement, having ample cash reserves is…

Charles
September 25, 2025

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Retirement Planning

Dividend Aristocrats: Can They Anchor Your Retirement Paycheck?Business

Growing your retirement income with dividend aristocrats offers stability and reliability—discover why they might be the key to your financial future.

Charles
September 21, 2025

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Retirement Planning

The Hidden Costs of Relocating in Retirement—From Taxes to Health CareBusiness

Hidden costs of relocating in retirement—from taxes to healthcare—can surprise you; understanding these pitfalls is crucial to safeguarding your savings.

Charles
September 19, 2025

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Retirement Planning

Building AI Trust in CPG Requires Human Checks

Harnessing human checks is essential for building AI trust in CPG, but understanding how to effectively implement them can be complex—discover more below.

Charles
September 18, 2025

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