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An author who studied more than 10,000 millionaires says those planning to retire early often overlook a crucial step

Featured Money Retirement
If you think you’re on track to retire early as a millionaire, make sure you don’t make the same mistake as some aspiring early retirees. “One thing that often gets ...
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8 Tips For Avoiding Taxes On Social Security Benefits

Featured Income Retirement
Social Security benefits are taxable but only up to certain limits. And there are steps you can take to avoid or cut how much of your Social Security ...
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A New Year And A New Retirement Income Plan

Featured Income Retirement
Summary With interest rates rising, retirees can actually earn anywhere from 2.5-3% interest. The Federal Reserve has set the stage for 2019 with talk of a couple more ...
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Why now is the perfect time to look over your IRAs, 401(k)s and other retirement accounts

Featured Retirement
No doubt the holiday season got the best of your plans to review your financial plan. If that’s so, now would be good time to make sure you ...
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The Most Overlooked Issue In Retirement Planning

Featured Retirement
Many retirement plans don’t cover one of the events most likely to occur during retirement. The failure to properly plan for this event diminishes the quality of life ...
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How to deal with market volatility if you’re retiring soon

Income Retirement
This season’s market volatility can give any investor vertigo. But for those looking to retire in the next five years, the fluctuations are even more unsettling. CPA, author ...
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7 investing mistakes keeping you from building wealth

Featured Money Retirement
In the world of investing, there are no sure bets. With risks everywhere, investing can be a tricky business — if you’re not careful enough, it’s easy to ...
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Retirement Planning Doesn’t Stop When You Retire

Featured Retirement
Retirement can mean uncertainty if you haven’t taken steps to plan for it appropriately. In a June 2018 Bankrate survey, 61% of Americans admitted that they still don’t know ...
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12 Top Things to Know About Social Security

Featured Income Retirement
1. Social Security is not going bankrupt At the moment, you could say the opposite; the Social Security trust funds are near an all-time high. “The program really ...
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When Is It Time To Find Long-Term Care For A Spouse or Partner?

Featured Lifestyle Retirement
“I’m scared and worried,” wrote Dennis Abrams in a column in The Houston Chronicle in July 2017. Abrams’ husband, David Fox, had just been diagnosed with early-onset dementia. ...
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