cjordan's blog

Retiring Well: Keep that New Year’s Resolution!

Believe it or not, we are nearly two full months into 2020! How are those New Year's resolutions going? If you are like most of us, you have a goal of improving your health in some way this year. In case your motivation is waning, let me give you one more reason to focus today: your retirement years.

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The SECURE Act: What Does it Mean to You?

If you were busy shopping for that last-second Christmas present or just enjoying an egg nog with family, you may have missed that Congress recently passed an interesting bit of legislation. On December 19th, the Setting Every Community Up for Retirement Enhancement (SECURE) Act – you can't make that up – was attached to a year-end appropriations bill keeping the government open for business, signed into law by President Trump effective January 1, 2020.

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Retiring Wellness

Eposode 4 of Retiring Well with Charlie Jordan is Retiring Wellness

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Afraid to Spend in Retirement? You're Not Alone

Eposode 3 of Retiring Well with Charlie Jordan is Afraid to Spend in Retirement? You're Not Alone

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Facing Common Retirement Fears

Eposode 2 of Retiring Well with Charlie Jordan is Facing Common Retirement Fears

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Retiring Well with Charlie Jordan Podcast: Taking the Off Ramp

Eposode 1 of Retiring Well with Charlie Jordan is Taking the Off Ramp

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Retiring Wellness – Preparing your health for retirement

An oft-forgotten area of focus in all this planning is one’s own health. Here are recommendations on how to take care of your own health and fitness as you prepare for the next phase of your life.

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Set Up a Donor Advised Fund in 2018? Plan Now for 2019

So, your taxes are either filed or extended. How did you fare with the new tax law? Much has been written about the impact of the new federal tax law on allowable itemized deductions. Between the increased standard deduction and major changes to popular areas such as state and local taxes (SALT) and miscellaneous itemized deductions, many taxpayers are finding limited options for reducing their taxable income.

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Not Ready to Completely Stop Working? Take the Off Ramp

A very common statement I’ve heard from my clients over the years when discussing retirement goes something like this: “I don’t want to just stop working. I would go crazy.”

 
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Want to Retire Well? Start With Your Ideal Week

Many of my clients nearing retirement talk a lot about life after work. But do you know what they often worry about most? Not just money – but how to wisely use their time, talent, influence, AND money in their retirement years.

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