You’re no longer a 20-something still getting used to a full-time job. You’ve been around for a while, maybe moved a couple of rungs up the corporate ladder, ...
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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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Comments Off on ‘The most overlooked threat to retirement success.’ Here’s what 12 financial pros say is their No. 1 piece of retirement advice
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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For retirement savers, adding a beneficiary to your 401(k) plan should be a top priority. A 401(k) plan beneficiary is the person or entity, such as a charity or ...
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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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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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Comments Off on Finance Here’s what to do with your 401(k) – and what not to – as stock market plunges after Trump tariffs
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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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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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
Key Takeaways To prepare your finances for retirement, consider stashing more money in cash and fixed-income to avoid touching your nest egg if a bear market occurs. If ...
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