ccording to a recent article in Moneywise, there are four things you need to do to prepare for in your first year of retirement. Below is their list, with some ...
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Most of what we focus on when planning for retirement makes little long-term difference. The single biggest determinant, having more importance than all other factors combined, is the ...
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Millions of Americans depend on Social Security payments to make ends meet. Retired workers are the largest group of beneficiaries, but children, spouses and disabled individuals may also receive these ...
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My goal as a financial advisor is to prepare my clients for their financial needs through various market environments. Over my thirty plus year career, I have guided ...
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Tax planning doesn’t necessarily get easier as you age. There are times when taxes get more complicated as you get older. When taxes are complex, there are more ...
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An indexed universal life insurance policy can help you with tax mitigation and extra retirement income in addition to death benefits for your beneficiaries. Read more at Kiplinger ...
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The federal debt-ceiling standoff and the specter of a possible recession on the horizon may mean turbulent times ahead for the stock market — and that’s especially worrisome for retirees who rely ...
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When planning for retirement, a lot of the focus is on finances. But where you retire and the quality of life you will have there are just as important. ...
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New and soon-to-be retirees can minimize the “sequence of returns risk” by adjusting both their portfolio and their investing mindset. Investors who don’t manage this risk might wish ...
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A retirement financial advisor can help you get your financial life in order as you prepare for retirement and during your golden years, helping you to secure resources ...
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