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Financial Tips and Hidden Costs For Snowbirds Arizona SnowbirdsIncomeInvestmentsWealth

Financial Tips and Hidden Costs For Snowbirds

The number of snowbirds migrating to enjoy warmer temperatures for the winter continues to grow.  The most popular destinations for snowbirds are Texas, Florida, Arizona, and California.  A little financial…
Deena Watson
Deena WatsonJanuary 30, 2024
Simple Ways to Create a Legacy Woman contemplating creating a legacyEstate Planning

Simple Ways to Create a Legacy

Life is a journey filled with experiences, lessons, and moments that define who we are. When we stand at the crossroads of the past and the future, it's natural to…
Deena Watson
Deena WatsonJanuary 18, 2024
6 Steps to Determine Your Retirement Readiness Retirement, Retirement Readiness, Retirement Planning, Wealth Management, Financial PlanningIncomeInvestmentsWealth

6 Steps to Determine Your Retirement Readiness

6 STEPS TO DETERMINE YOUR RETIREMENT READINESS Much of the confusion of retirement planning has to do with folks not understanding that it's more than simply saving. Good retirement planning…
Deena Watson
Deena WatsonMarch 15, 2022
Tax Strategies For Retirement: Buckets Create Tax Choices Taxes, Uncle Sam, Tax planning, tax strategies, wealth management, retirement planningIncomeInvestmentsTaxes

Tax Strategies For Retirement: Buckets Create Tax Choices

TAX STRATEGIES FOR RETIREMENT: BUCKETS CREATE TAX CHOICES Federal Appeals Court Judge Billings Learned Hand was a judge and judicial philosopher who aptly proclaimed, "There are two systems of taxation…
Deena Watson
Deena WatsonJanuary 27, 2022
Retirement Checklist Challenge checklist, retirement checklist, retirement planning, wealth management, wealth planning, retirementIncomeInvestmentsWealth

Retirement Checklist Challenge

TAKE THE CHECKLIST CHALLENGE You've worked hard.  Made sacrifices.  Saved diligently.  You've earned the right to enjoy the next season of your life.  If something’s worth doing, it’s worth doing…
Deena Watson
Deena WatsonJanuary 27, 2022
Could Inflation Impact Your Retirement Plans? inflation, rising costs, risk, stock market, moneyIncomeInvestmentsRiskWealth

Could Inflation Impact Your Retirement Plans?

Could Inflation Affect Your Retirement Plans? Retirees are often aware of the detrimental effects of inflation on their retirement savings. As the cost of goods rises, the value and buying…
Deena Watson
Deena WatsonJanuary 27, 2022
Stress-Test Your Retirement Strategy stress, stress test, wealth management, retirement planning, squeeze ballIncomeInvestmentsRiskWealth

Stress-Test Your Retirement Strategy

STRESS-TEST YOUR RETIREMENT “Stress-testing” your finances tests your wealth engine to determine how efficiently it’s running, exposes hidden dangers, and helps you avoid losing the money you’ve worked hard for.…
Deena Watson
Deena WatsonJanuary 27, 2022
Retirement Strategy: Preparing to Retire Early retiree on bicycle, retire early, wealth management, retirement planningIncomeInvestmentsWealth

Retirement Strategy: Preparing to Retire Early

Do you dream of retiring before you turn 60? How about before you turn 50? If so, you might want to think twice before you make the move. If your…
Deena Watson
Deena WatsonNovember 18, 2022
Planning Your Retirement Lifestyle Retirement signIncomeWealth

Planning Your Retirement Lifestyle

A successful retirement lifestyle begins with planning ahead and thinking through several factors.  Achieving your dream retirement is more than saving a big nest egg.  While feeling confident financially certainly…
Deena Watson
Deena WatsonJune 5, 2023
Designing Your Fiscal House To Weather The Elements Fiscal House, retirement strategy, financial plan, financial planner, wealth management, financial blueprintIncomeInvestmentsRiskWealth

Designing Your Fiscal House To Weather The Elements

DESIGNING YOUR FISCAL HOUSE TO WEATHER THE ELEMENTS Building a strong, sustainable retirement income strategy is a lot like building a weather-resistant home. The overall strength of the house is…
Deena Watson
Deena WatsonJanuary 27, 2022
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