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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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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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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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 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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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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“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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After a decade of saving and investing more than half of their income, Justin and Kaisorn McCurry built a portfolio of $1.3 million, enough to support their modest ...
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Much of the criticism of annuities is deserved, and I’ve joined in it. There are annuities that are complicated, charge high fees and have a lot of restrictions. ...
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Great news for all you retirement savers out there, the IRS says you will be able to contribute more to your retirement accounts in 2019. These changes to ...
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