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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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Contributors Featured News Retirement

What the SVB Collapse Teaches Us About Retirement Planning

The crash of Silicon Valley Bank and additional bank failures underscore the relevance behind proactive financial and retirement planning. Read more at 401k Specialist ...
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Contributors Featured Retirement Taxes

Want to Minimize Retirement Taxes? Don’t Follow This Popular Strategy

If you’re planning on making tax-deferred retirement accounts the last pot of money you tap after retirement, you’ve got a lot of company. And why not? The idea that your ...
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Contributors Featured Lifestyle Retirement US

Retirees: Expect to Get Hit With Surging Health Costs

Inflation has been hitting retirees from the gas pump to the grocery store. Their next shock is expected in medical costs and health insurance—the expenses retirees can least ...
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Contributors Featured Retirement

Even After a Year Like 2022, Your Retirement Income Plan Can Stay on Course

Predictions about what the markets will do or how the economy will perform are often wrong. That’s why it’s better to “prepare” rather than “predict,” and that requires ...
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Contributors Featured Retirement Social Security

As Social Security reform talks heat up, changes to the retirement age, payroll tax may be on the table

Lawmakers are hashing out plans to shore up Social Security’s ailing trust funds, and the possible changes will affect the benefits Americans receive. Broadly, that comes down to two key ...
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