Contributors

Contributors

Contributors Featured Income Retirement

What You Should Know When Financial Planning In A Higher Inflationary Environment

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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Contributors Featured Insurance Retirement

Retirement Planning with Life Insurance

An indexed universal life insurance policy can help you with tax mitigation and extra retirement income in addition to death benefits for your beneficiaries. Read more at Kiplinger ...
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Contributors Featured Income Retirement US

Here are ways retirees can protect nest eggs during a stock market rout

The federal debt-ceiling standoff and the specter of a possible recession on the horizon may mean turbulent times ahead for the stock market — and that’s especially worrisome for retirees who rely ...
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Contributors Featured Lifestyle Retirement US

These are the 10 best states to retire based on quality of life—Florida isn’t in the top 3

When planning for retirement, a lot of the focus is on finances. But where you retire and the quality of life you will have there are just as important. ...
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Annuities Contributors Featured Income Retirement

Don’t Let Sequence of Returns Risk Cook Your Goose

New and soon-to-be retirees can minimize the “sequence of returns risk” by adjusting both their portfolio and their investing mindset. Investors who don’t manage this risk might wish ...
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Contributors Featured Money Retirement

What is a retirement financial advisor?

A retirement financial advisor can help you get your financial life in order as you prepare for retirement and during your golden years, helping you to secure resources ...
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Contributors Featured Retirement

3 ways to rethink old age and retirement, MIT expert says

The classic retirement framework aims for seniors to have enough money to fund their lifestyle in old age. While not incorrect, the framework is “incomplete,” Joseph Coughlin, director ...
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Annuities Contributors Featured Retirement US

More retirement plans will soon have annuity options amid what one money manager calls ‘the silent crisis of financial insecurity

Some of the nation’s money management giants are tackling the growing concern that more Americans may begin to outlive their retirement savings. Starting in the fall, Fidelity will let ...
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Contributors Featured Income Lifestyle Retirement

Will Inflation Ruin My Retirement Plan?

Inflation has been markedly high recently. People are struggling to afford groceries, cars, and even rent. These high prices have hurt many households, but Dana Anspach, CEO and ...
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Contributors Featured Retirement Taxes US

2023 Tax Tips From a Retired Tax Accountant

You can always use some professional tax tips when it comes to saving taxes. Some financial decisions, like filing your income tax, should be diplomatic indeed. With effective ...
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