The graying of the baby boomer generation will have a huge impact on retirement planning, health care, Social Security, taxes and investing in 2024 and beyond. And that’s ...
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What Is an LIRP? A life insurance retirement plan is a permanent life insurance policy, such as universal life insurance, that combines life insurance coverage with a “cash value” ...
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A Social Security funding crisis could be on the horizon if policymakers fail to take action to protect the program in the next decade, threatening a 23% cut ...
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You likely didn’t plan to be alone during retirement, but that doesn’t mean you can’t enjoy it. There are ways to live an enriching and fulfilling life — both financially ...
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54 Eric Reed July 16, 2023·8 min read Will you have to downsize in your retirement? Many families plan to adjust their lifestyles in retirement. They swap the family ...
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The key to living well after retirement is having purpose. Here are 3 science-backed ways to find it
“We don’t really shift our focus to, how do we live well in this extra time,” M.T. Connolly, author of the new book The Measure of Our Age, tells Fortune. ...
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ccording to a recent article in Moneywise, there are four things you need to do to prepare for in your first year of retirement. Below is their list, with some ...
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Most of what we focus on when planning for retirement makes little long-term difference. The single biggest determinant, having more importance than all other factors combined, is the ...
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Millions of Americans depend on Social Security payments to make ends meet. Retired workers are the largest group of beneficiaries, but children, spouses and disabled individuals may also receive these ...
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My goal as a financial advisor is to prepare my clients for their financial needs through various market environments. Over my thirty plus year career, I have guided ...
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