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With Interest Rates Near Their Peak, Fixed Index Annuities Are Worth A Closer Look

Annuities Contributors Featured News Retirement
If you’re like many people who’ve focused on the negative impact of higher interest rates after shopping for a car or home equity loan, it’s time to look on ...
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Five 2023 Financial Events and the Timeless Lessons They Reinforced

Contributors Featured Lifestyle Money Retirement
BY EVAN T. BEACH, CFP®, AWMA® PUBLISHED 2 DAYS AGO Coming into 2023, a lot of very smart people made a lot of very scary predictions about the economy and ...
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Interest Rates Are Going to Stay Higher. 3 Ways to Benefit in Retirement.

Featured Money Retirement
There’s plenty of uncertainty in the markets as the Federal Reserve looks to end the most aggressive interest-rate hiking cycle in decades. But one thing seems clear: We’re ...
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Social Security – Beware The Annual Earnings Limitation

Contributors Featured Income Social Security
The earliest most people can apply for Social Security benefits is 62. You can apply for survivor benefits at age 60 and not married. Whenever you apply for ...
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Retirement Planning in a Time of Inflation and High Interest Rates

Contributors Featured Income Retirement
Retirement planning can be a complex puzzle to solve, with multiple pieces that need to align for a comfortable retirement. In recent times, two significant factors have emerged ...
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These behavioral traits lead to greater retirement savings, research finds. Yet only 10% of workers have them

Contributors Featured Money Retirement
People who find it easiest to financially prepare for retirement have four behavioral traits, a new survey shows. Yet just 10% of workers have all of these “optimal” characteristics, according to ...
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Seven Factors to Consider Before Choosing a Goal Age to Collect Social Security

Contributors Featured Income Retirement Social Security US
An important player in your overall retirement plan, Social Security can help fund your living expenses when you’re no longer able to work or are working reduced hours. ...
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3 Big Social Security Changes Taking Effect in 2024 That Retirees Must Know

Contributors Featured Income Retirement Social Security
KEY POINTS Social Security benefits will get a modest cost-of-living adjustment in 2024, such that the average retired worker will receive an extra $59 per month. The maximum ...
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8 Trends in Retirement Income Planning – By John Manganaro

Annuities Contributors Featured Income Retirement
Advisors with any substantial experience working with clients will know that managing income and spending in retirement can be a big challenge from both an analytical and behavioral ...
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Social Security COLA 2024: What to Do With the Extra Money

Contributors Featured Income Retirement Social Security
If you’re retired and receiving Social Security benefits, you may be aware that your income and expenses could change in the coming months. Each year, the Social Security Administration ...
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