“You need a clear bucket plan to avoid sequence of returns risk and minimize your tax bill. Here’s what I mean: when markets fall during the first few ...
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Comments Off on ‘The most overlooked threat to retirement success.’ Here’s what 12 financial pros say is their No. 1 piece of retirement advice
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For retirees, dependable income that doesn’t drain their portfolios sounds like a dream come true, especially during market volatility. But unless clients have a pension, and fewer and ...
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For retirement savers, adding a beneficiary to your 401(k) plan should be a top priority. A 401(k) plan beneficiary is the person or entity, such as a charity or ...
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We all know the current headlines about the stock market, but did you know there are ways to exercise caution with how much you’re invested in the stock ...
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Comments Off on Little-Known Ways to Guard Your Retirement Income
Retirement doesn’t just affect your wallet; it also has a big impact on your well-being. Still, only about 1 in 10 Americans are equipped for this transition. In ...
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Comments Off on There’s a Huge Step Toward Retirement Nearly 90% of Americans Are Skipping
A recent report on retirement savings says a comfortable retirement will take the average American $1.3 million in savings to achieve – nearly $200,000 less than the previous ...
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Comments Off on The ‘magic number’ of $1.3M for retirement: on the money, or off the mark?
If ever you want to clear out a room, start a conversation about reverse mortgages. You’ll have the hors d’oeuvres and then some to yourself. But folks shouldn’t ...
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Comments Off on Reverse mortgages: An overlooked retirement planning tool
Are you rich? The average net worth by age can help you benchmark your financial success against your peers and aid in retirement planning. But when most people hear ...
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Comments Off on Average Net Worth by Age: How Do You Measure Up?
As the president’s trade policy has been rapidly evolving, it’s no surprise that where we sit right now is in a place of great uncertainty. While a 10% ...
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Comments Off on Protect Your Retirement Portfolio from Tariff Risks
After the stock market plunged Thursday and Friday following President Trump’s newest announced tariffs, many Americans are seeing their retirement savings, particularly in 401(k) plans, take a hit. ...
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Comments Off on Finance Here’s what to do with your 401(k) – and what not to – as stock market plunges after Trump tariffs
