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Featured Lifestyle Retirement

Boomer’s remorse: Here are the top 5 ‘big money’ purchases you’ll (probably) really regret in retirement

Financial planners cite three retirement phases: Go-Go, Slow-Go and No-Go. In the Go-Go years, typically 65 to 75, healthy young retirees spend big on travel, hobbies and scratching ...
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Featured Lifestyle Retirement

45-year-old who retired with $3 million says ‘getting rich’ didn’t make him happier—here’s what did

In 2007, at 30 years old, I achieved a net worth of $1 million. I had saved 50% of my $150,000-per-year salary, invested 90% of every annual bonus, ...
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Featured Income Lifestyle Retirement US

It’s All About the Income, Chapter 1: The Paradox of Retirement Income Planning

The paradox at hand: if your goal is not to make anyone rich with an inheritance, why are you worried about what happens to the principal? With the ...
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Featured Income Lifestyle Retirement

Transitioning Into Retirement: Your Plan A And Plan B

There are so many books, articles, podcasts, and shows about planning for retirement that it might seem overwhelming to you. With so much information coming at you, it’s ...
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Featured Income Lifestyle Retirement Social Security US

This is what women must do to overcome the retirement savings shortfall, says a financial pro

The gender wage gap has remained remarkably stubborn for decades and, inevitably, becomes a significant shortfall at retirement. In 2020, women made 83 cents for every dollar earned by men, according to ...
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Featured Income Lifestyle Retirement

Manage the Effect of Inflation on Retirement

Inflation can threaten even the most beautifully laid out retirement plans. Here are strategies for managing inflation and mitigating its impact on your retirement. Read more at The ...
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Featured Income Lifestyle Retirement

High-Net-Worth Retirement Planning Guide

For anyone who anticipates retiring one day, planning is critical. This means saving throughout your career, calculating your future Social Security benefits and anticipating your expenses in retirement. ...
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Featured Lifestyle Retirement

$1M Is No Longer the Standard Nest Egg — Here’s How Much Most Americans Think You Actually Need To Retire

A recent survey conducted by Schwab Retirement Plan Services found that on average, plan participants think they need to save $1.9 million for retirement. But how accurate is this number? ...
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Annuities Featured Income Lifestyle Retirement Social Security

Choppy Market Impacting Your Retirement Income Plan?

Find calmer seas with a retirement plan that includes safe income and eliminates the sour stomach that comes with market corrections. Read more at Kiplinger ...
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Featured Income Lifestyle Money Retirement

Views Why good retirement planning is about much more than money

When we think about helping clients prepare for retirement, the focus tends to be on target savings levels, asset allocations, drawdown plans, and how to manage the timing of ...
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