Blog | Chad J. Karl & Associates

If your plans for retirement turned out to not be true, when would you want to know?

Chad J. Karl, Certified Financial Planner™ professional, Creates Financial Strategies for Your Retirement Goals to obtain a work optional confident lifestyle in retirement...

Chad Karl | Nov 6, 2022

The 2023 Cost-of-Living Adjustment

Retirement

Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.

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A row of houses along a canal

Chad Karl | Nov 5, 2022

Retiring Abroad

Retirement

Lifestyle

Spending your retirement years in a new country can be exciting, so long as you're prepared.

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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers

Chad Karl | Nov 4, 2022

Retirement Plan FAQs

Retirement

Investments

Not sure where to start with retirement plans? Here are some common questions.

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Image of two hands against a white background. One of the hands is passing a black paper heart to the other one

Chad Karl | Nov 3, 2022

Informed Donating

Lifestyle

Family

If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.

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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop

Chad Karl | Nov 2, 2022

Personal Finance Mistakes to Avoid

Finance

Savings

Are you making one of these common financial mistakes? Here are some steps to consider.

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Should You Prioritize Retirement Savings over College Savings?

Chad J. Karl & Associates | Sep 1, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement

College

Education

Savings

College and retirement require serious savings. Is it possible to save for both?

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Financial Planning for Young Professionals

Chad J. Karl & Associates | Aug 1, 2022

Financial Planning for Young Professionals

Investments

Finance

It’s never too early to start planning for your financial future.

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Preparing for Lifetime Income in Retirement

Chad J. Karl & Associates | Jul 1, 2022

Preparing for Lifetime Income in Retirement

Retirement

Worried about outliving your income? Here’s how to start planning for your retirement needs.

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Request 401(k) Guide

What should you do with your 401(k) savings?

Your decision about what to do with your 401(k) may turn out to be one of the major financial decisions of your lifetime. That’s why I’m happy to offer this FREE digital handbook…Making a 401(k) rollover on your own can be confusing. This valuable, detailed eGuide contains information on what your options are, why some options may be better than others, and covers early withdrawal and RMD rules. Complete form below now to request this FREE eGuide.