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

By National News
May 5, 2022
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?

By National News
April 29, 2022
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

By National News
March 25, 2022
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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Income Lifestyle Money Retirement Social Security

A Harvard-trained economist says ‘early retirement is one of the worst money mistakes’—here’s why you’ll ‘regret’ it

By National News
February 2, 2022
As an economist, pulling punches isn’t in my DNA. So, I’ll be blunt: For most Americans, early retirement isn’t just a decision to take the longest vacation of their lives — ...
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Featured Lifestyle Money

Crypto Investing–A New Investor’s Guide

By National News
December 29, 2021
By now everyone’s heard of Bitcoin. It introduced the world to blockchain or distributed ledger technology and as a crypto asset, it is the center of the universe.  ...
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Featured Income Lifestyle Retirement

Things You Can (and Can’t) Control in your Retirement Plan

By National News
December 17, 2021
You read the headlines every day just like I do – headlines about what the markets might do. Will they rise? Will they crash? Will we have another ...
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Featured Income Lifestyle Retirement

​​Retirement Planning: How To Retire At Any Age

By National News
December 10, 2021
Just one in four Americans aged 45 to 54 is aiming to retire at 65, according to the Employee Benefit Research Institute (EBRI). The rest are split between ...
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Featured Income Lifestyle Money Retirement

How to Protect Your Retirement from a Market Downturn

By National News
December 3, 2021
If the stock market’s recent swings have you more than a little nervous, to sleep better at night, here are some do’s and don’ts for these volatile times. ...
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Featured Income Lifestyle Retirement

Five Steps to Take when Illness Interrupts Your Retirement Planning

By National News
November 19, 2021
The last year has had the world focused on COVID-19 and its implications not only on how we live day-to-day, but potentially on how we may live in ...
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Featured Income Lifestyle Retirement Social Security

How to Prepare for Retirement After Age 60

By National News
October 22, 2021
There is still time to improve your retirement finances in the years leading up to retirement. By reviewing how much you have saved and thinking about how much ...
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