We have just concluded a tumultuous year for asset markets. In March, equities endured volatility reminiscent of levels previously seen during the global financial crisis. What followed thereafter ...
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Retirement
Some people are investing in their retirement without even realizing it. If you have a traditional job, you pay 6.2% of your salary per year in Social Security ...
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It may sound counterintuitive, but stashing funds in your workplace retirement plan could actually make it more challenging for you to retire. Some workplace plans are great while ...
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Converting a traditional IRA to a Roth IRA can be a smart tax- and estate-planning strategy for some people, but it can be a mistake for others. Read ...
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Focusing on income, rather than savings, is important for anyone planning to retire. But it’s even more important for women, in particular. To reduce fees, manage taxes and ...
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Considering annuities, insurance, new investments and delaying Social Security? Read more at MarketWatch ...
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RETIREMENT PLANNING Focusing on income, rather than savings, is important for anyone planning to retire. But it’s even more important for women, in particular. To reduce fees, manage ...
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From Roth IRA conversions and taxes to employee benefits and your 2021 budget, here’s your checklist of easy, smart money strategies. Read more at The Street ...
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Comments Off on Year-end Financial and Retirement Planning Tips
The end of the year is the perfect opportunity to look at your finances and make adjustments. Whether you are newly retired or have spent years in retirement, ...
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Comments Off on 4 Year-End Moves to Help Retirees Breathe Easy in 2021
The retirement industry needs to retool its arsenal of advice. It should focus on targeted saving and dividend growth investing. It should not focus on total portfolio value. ...
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