Only 2% of the population has both a pension and more than $1 million saved. This is a great place to be, but also requires advanced planning, especially ...
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Fri, November 14, 2025 at 7:00 AM MST 6 min read The final five years before you retire is when your financial journey transforms from a marathon into a ...
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Comments Off on Are you 5 years out from retirement? Here are the 5 things you can do to avoid running out of cash in your golden years
Adopting creative approaches to finance can help some retirees simplify their lives while maximizing their tax savings. One potentially powerful but perhaps lesser-known strategy involves minimalism. The minimalist ...
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We have another Retirement News Online video, and this time we dive into the world of Roth conversions with Jon Floyd, the founder of Prospect Estate Planning. Learn ...
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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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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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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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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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Comments Off on Thanks to the OBBB, Now Could Be the Best Tax-Planning Window We’ve Had: 12 Things You Should Know
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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Comments Off on Think $1.5 Million Buys You Freedom? Here’s the Truth About Early 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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