People who find it easiest to financially prepare for retirement have four behavioral traits, a new survey shows. Yet just 10% of workers have all of these “optimal” characteristics, according to ...
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Money
Advisors with any substantial experience working with clients will know that managing income and spending in retirement can be a big challenge from both an analytical and behavioral ...
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Retirement planning is a daunting exercise for most Americans, who are exhorted to save as much as possible for their golden years. But there’s another essential piece to ...
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By Rose Niang Managing your personal financial portfolio can be daunting. Few people, including sophisticated investors, feel qualified to do it alone. But there’s no question that having ...
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What Is an LIRP? A life insurance retirement plan is a permanent life insurance policy, such as universal life insurance, that combines life insurance coverage with a “cash value” ...
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A Social Security funding crisis could be on the horizon if policymakers fail to take action to protect the program in the next decade, threatening a 23% cut ...
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You likely didn’t plan to be alone during retirement, but that doesn’t mean you can’t enjoy it. There are ways to live an enriching and fulfilling life — both financially ...
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54 Eric Reed July 16, 2023·8 min read Will you have to downsize in your retirement? Many families plan to adjust their lifestyles in retirement. They swap the family ...
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Tax planning doesn’t necessarily get easier as you age. There are times when taxes get more complicated as you get older. When taxes are complex, there are more ...
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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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