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
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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“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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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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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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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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A new survey from TIAA points to a rising tide in demand for lifetime income products within DC plans, though a lack of understanding among employers could slow ...
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An aging population, coupled with fewer companies offering pensions, means that a smaller portion of the population overall is prepared for retirement. The typical household headed by someone ...
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Comments Off on Retirement plans are changing in 2025: What to know
Annuities are better bargains if you purchase them right before interest rates decline. But if you’re worried that inflation could climb significantly higher, they may still be a ...
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Comments Off on How to get inflation-protected income that carries you through retirement
Until recently, I’ve never been enamored with the notion of living a longer-than-average lifespan. Perhaps this is because my primary observation was that old age didn’t look all ...
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Comments Off on Life Span, Health Span, Wealth Span: A More Expansive Approach To Retirement Planning
