Archive for Author: Sudhir Pai

Goal based approach to Retirement Income Planning

Retirement is an exciting stage of life that many Americans eagerly anticipate, yet retirement as we’ve known it is changing. Different concepts of retirement are emerging — your personal vision of retirement likely differs from how your parents, neighbors, and friends expect to spend their retirement years. In addition,...

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Will and Trust

Estate planning is one of the most important things we can do for the people we love most, and it is never too early to start planning how to provide for your family once you are gone. Organizing your affairs in preparation for the end of your life is...

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