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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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 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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Here’s how wealthy retirees can plan for the changes in the new tax legislation, including what it means for tax rates, the SALT cap, charitable giving, estate taxes ...
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For years, Jim Sexton has led financial-education classes at a local library. He’s often struck by gaps in attendees’ knowledge of retirement planning. “Very few people understand what ...
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Comments Off on Think you know the basics of retirement planning? Think again. ‘There’s a lot of ignorance out there.’
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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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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Comments Off on The ‘magic number’ of $1.3M for retirement: on the money, or off the mark?
