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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Retirement
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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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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Retirement doesn’t just affect your wallet; it also has a big impact on your well-being. Still, only about 1 in 10 Americans are equipped for this transition. In ...
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Comments Off on There’s a Huge Step Toward Retirement Nearly 90% of Americans Are Skipping
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?
If ever you want to clear out a room, start a conversation about reverse mortgages. You’ll have the hors d’oeuvres and then some to yourself. But folks shouldn’t ...
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