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Social Security tax breaks: What the ‘Big Beautiful Bill’ really means for 88% of retirees

Many people, such as President Donald Trump and many members of Congress, are excited about what they refer to as the “Big Beautiful Bill.” Others are not happy at all. ...
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‘The most overlooked threat to retirement success.’ Here’s what 12 financial pros say is their No. 1 piece of retirement advice

“You need a clear bucket plan to avoid sequence of returns risk and minimize your tax bill. Here’s what I mean: when markets fall during the first few ...
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How To Generate Retirement Income That’s Not Market Dependent

For retirees, dependable income that doesn’t drain their portfolios sounds like a dream come true, especially during market volatility. But unless clients have a pension, and fewer and ...
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What you need to know about long-term care

Understanding Long-Term Care Options and Costs for Seniors As Americans live longer, the need for long-term care (LTC) continues to rise. Research tells us that 70% of seniors ...
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Little-Known Ways to Guard Your Retirement Income

We all know the current headlines about the stock market, but did you know there are ways to exercise caution with how much you’re invested in the stock ...
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The ‘magic number’ of $1.3M for retirement: on the money, or off the mark?

A recent report on retirement savings says a comfortable retirement will take the average American $1.3 million in savings to achieve – nearly $200,000 less than the previous ...
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Average Net Worth by Age: How Do You Measure Up?

Are you rich? The average net worth by age can help you benchmark your financial success against your peers and aid in retirement planning. But when most people hear ...
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Finance Here’s what to do with your 401(k) – and what not to – as stock market plunges after Trump tariffs

After the stock market plunged Thursday and Friday following President Trump’s newest announced tariffs, many Americans are seeing their retirement savings, particularly in 401(k) plans, take a hit.       ...
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3 Strategies To Help Protect Retirees During Stock Market Volatility

If you’re retired, what should you do about recent gyrations in the stock market? During 2024, the S&P 500 gained 25% when you include the return from dividends. ...
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10 Tax Breaks for People Over 50

Once you turn 50, and especially after age 65, you may qualify for extra tax breaks. Older people get a bigger standard deduction, and they can earn more ...
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