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Is Your Retirement Plan Stuck in the Past? 5 Tips To Bring it Up to Speed

Retro can be a cool aesthetic in many areas of life — like fashion, home décor, art and cuisine. But when it comes to your retirement planning, you don’t ...
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(Federal Employees) The milestone ages that matter most for retirement planning

Retirement is a journey marked by important milestones—ages at which decisions can have lasting impacts on financial security, health coverage and overall well-being. Because many federal employees have ...
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Late to Retirement Planning? 5 Strategies to Help You Catch Up to Your Peers

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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How To Generate Retirement Income That’s Not Market Dependent

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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How to Pick a Beneficiary for a 401(k) Plan

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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What you need to know about long-term care

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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There’s a Huge Step Toward Retirement Nearly 90% of Americans Are Skipping

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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Reverse mortgages: An overlooked retirement planning tool

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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Finance Here’s what to do with your 401(k) – and what not to – as stock market plunges after Trump tariffs

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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3 Strategies To Help Protect Retirees During Stock Market Volatility

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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