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Retirement Planning

What’s keeping you awake at night? Is retirement closing in on you? Are you already in retirement and not sure if you have done enough?...

Are you worried about your financial situation or overwhelmed with the number of investment choices?

We are all concerned about our choices and decisions and whether we are doing enough to save for retirement. We wonder if our 401K or IRA contributions are sufficient to reach our goals. Perhaps we need more careful planning, a better financial strategy to help us live more comfortably during retirement?...

Retirement planning is not as simple as one may think; it requires an understanding of our needs, our tolerance for risk, getting the most out of our 401K plan, allocation of assets, and estate planning.

Some factors that come into play when we help you prepare a retirement financial roadmap: investment choice, asset allocation models, tax efficiency, risk tolerance and investment returns.

Confused by all the decisions that need to be made? At The Kluge Financial Group we will help you make the decisions that will guide you on your retirement path.

For more information or to schedule a no-cost, no-obligation consultation, please contact the Kluge Financial Group at (914) 769-0044 or by clicking here.

<p>Traditional vs. Roth IRA</p>

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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<p>Retirement Income and the Traditional Portfolio</p>

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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<p>Women and Financial Strategies</p>

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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<p>Lesser Known Provisions of the SECURE Act</p>

Lesser Known Provisions of the SECURE Act

Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
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<p>Perception vs. Reality</p>

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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