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Social Security benefits make up a substantial amount of income for millions of retirees, but your monthly checks were never…
Picture this: 80% of homes in your neighborhood vulnerable to storm damage, yet less than 4% insured. A striking parallel to the unpreparedness in long-term…
Considering claiming Social Security benefits at 62? While it might seem tempting to access the money you’ve been contributing through payroll taxes, waiting could result…
The IRS adds a year-end task to your to-do list: Review your tax withholdings promptly. To prevent surprises when filing returns next year, taxpayers are…
Seniors can unwittingly stumble into costly traps that limit their healthcare choices. Lothaire Bluteau, a 66-year-old actor from West Hollywood, found himself in a bind…
Rose Stone, a retiree from rural Holly Springs, Mississippi, found herself facing unexpected challenges. Despite relying on the Alliance HealthCare System for decades, her Medicare…
Many clients face a common dilemma in retirement: they see the reassuring statistical analyses, but they struggle with the psychological aspect of spending in their…
Retirement is the quintessential American dream. While some may fantasize about wealth and fame, the ultimate goal for many is financial independence, allowing them to…
Small business owners often find setting up employee retirement plans costly and complex, along with the burden of federal filings. The SIMPLE IRA, tailored for…
According to the Milken Institute, beginning to invest for retirement at age 25 by saving $100 a week can yield $1.1 million by age 65,…
Roth conversions have gained prominence in retirement planning, offering the allure of tax-free growth and income. However, the decision to engage in Roth conversions involves…
