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Is $1.5 Million Enough for Early Retirement? What It Can Buy and Where It Falls Short

According to Northwestern Mutual, the average American thinks they need to save $1.26 million by age 65 in order to retire comfortably. Last year, that figure was $1.46 million. ...
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Featured Retirement Social Security US

How the government shutdown affects Social Security, Medicare

Checks will keep coming, but retirees should brace for delays in key services like replacement cards and customer support during the shutdown. With the government shutdown now a ...
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Featured Federal Employees Income Lifestyle Retirement

(Federal Employees) The milestone ages that matter most for retirement planning

Retirement is a journey marked by important milestones—ages at which decisions can have lasting impacts on financial security, health coverage and overall well-being. Because many federal employees have ...
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Featured Money US

Brokerage Account vs. IRA: Which Should You Invest In?

Investing is one of the best ways to grow a retirement nest egg, and the first step in the process is selecting an investment account. Two common retirement ...
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Featured Money News Retirement US

The Fed is 100% likely to cut rates next week, CME predicts: 8 pros on what you need to do now to prepare — and who the real winners (and losers) will be

It’s been a year since the Federal Reserve made a move on interest rates. But that trend may soon end: CME Group’s FedWatch tool shows an 88.8% chance ...
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Featured Money Retirement Taxes

Warren Buffett Offers One Piece of Estate Planning Advice to the Middle Class

Estate planning can be complicated — and not just for wealthy people. Though the word “estate” is often associated with the upper class, an estate is anything that will ...
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Featured Retirement Taxes US

Thanks to the OBBB, Now Could Be the Best Tax-Planning Window We’ve Had: 12 Things You Should Know

The new tax legislation offers unique opportunities to make smart financial moves and save on taxes, especially for people nearing or in retirement with significant savings. Read more ...
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Annuities Featured Income Retirement

Think $1.5 Million Buys You Freedom? Here’s the Truth About Early Retirement

The Shocking Truth About Your “Magic Number” Once inputs like inflation, healthcare costs, and lifestyle realities are taken into account, the $1.5 million goalpost seems less like a ...
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Annuities Featured Income Money Retirement

Are annuities better than CDs when planning for retirement?

The retirement planning landscape has shifted dramatically over the past decade. With traditional pensions becoming increasingly rare and Social Security facing long-term funding challenges, Americans are shouldering more ...
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Contributors Featured Money Retirement Taxes US

Five Big Beautiful Bill Changes and How Wealthy Retirees Can Benefit

Here’s how wealthy retirees can plan for the changes in the new tax legislation, including what it means for tax rates, the SALT cap, charitable giving, estate taxes ...
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