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Being self-employed in Ventura makes planning for retirement tough. This is because you don't have access to employer-sponsored retirement plans. At Swan Retirement Planning, we get it. We offer custom plans to help you reach your financial goals. Our team is here to...

Managing your finances well is key for young professionals in Ventura. At Swan Retirement, we get the challenges you face. We're here to offer expert advice. Effective financial planning helps you make smart choices for your future. Our team is ready to guide you...

Retirement is more than the end of a career—it’s the start of a new chapter. Whether you're five years away or already considering your final working days, thoughtful planning now can help you craft a future that reflects your values, passions, and lifestyle. This...

When it comes to planning for retirement, one of the most powerful steps you can take is keeping your finances organized. Whether you're dreaming of traveling the world, pursuing hobbies, or simply enjoying peace of mind in your golden years, having a clear financial...

As spring brings renewal and growth, it's the perfect time to think about your financial future—especially if you're approaching or planning for retirement. Over the past month, we’ve been highlighting key areas that can dramatically impact your financial confidence...

Inflation is an unavoidable reality that impacts everyone, but for retirees and those planning for retirement, its effects can be particularly significant. As prices gradually rise over time, the purchasing power of your savings may shrink, potentially requiring...

As the new year begins, it’s the perfect time to reset, refocus, and recommit to your financial health. We make resolutions to improve our physical and mental well-being. Why not do the same for our finances? Whether you're planning for retirement, building a safety...

Navigating the intricacies of estate planning and insurance policies is complex but essential, especially as life circumstances change. A poignant example of this recently was a case involving the unfortunate passing of a husband and father of two. His group life...

Posted by Swan Retirement Planning As the season shifts and brings the promise of renewal, so does the phase of entering into retirement open a new chapter filled with opportunities and considerations. Much like the tradition of spring cleaning, managing your finances...

Posted by Swan Retirement Planning The world of financial planning is rife with promises of success, secret tips, and product recommendations that read more like a long-winded sales pitch than true advice. In the end, there’s nothing to do but go back to your life and...