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Archive for April 2021

Why You Need A Retirement Spend Plan and How to Build One, Part 1:Spending

What is a Retirement Spend Plan? A retirement spend plan ensures that you have sufficient income to cover your expenses throughout your 35+ years of retirement.  It’s a plan that aligns your money flows—money coming in and money going out.  It helps to make sure you don’t run out of money or die with a…

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Recent Posts

  • When Two Worlds Collide
  • How the Proposed Tax Changes Could Affect You – Before the New Year
  • Estate Planning Basics, Part 2: The Perfect Trustee
  • Estate Planning Basics, Part 1: Trust vs Will—Which One is Best?
  • Women and Wealth: Take Control of your Financial Future in 8 Steps

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.   Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Scheibel Planning Solutions are not affiliated.  Advisory Services are offered through Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor.

Neither Cambridge nor Scheibel Planning Solutions provides tax or legal advice. Please consult your tax accountant or attorney for specific advice.

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