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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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If You Want to Make Charitable Contributions in 2018, Consider a Donor Advised Fund

As the end of 2018 draws near, many Brightworth clients will begin considering giving money to their favorite charities and nonprofit organizations.  But recent changes to the federal tax laws have the potential to dramatically alter those plans. So, I wanted to lay out a potential strategy now for people to consider implementing before December 31.

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Transitions: How to Have More Fun and Meaning in Retirement

A blank calendar filled with nothing but free time can be every bit as stressful as a packed work week. Here are some ideas for creating a new retirement schedule that will keep you growing, learning, experiencing new things, and making meaningful connections with your community.

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