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Financial Planning
Five Big Tax Breaks at Work
If you discovered that you owe federal income taxes while preparing your 2021 tax returns, then you’re not alone. Your employer benefits program may be able to help you reduce…
Read MoreMistakes retirees make and how to avoid them
According to the Federal Reserve, only 37% of non-retired adults believe their retirement savings are on track. 44% believe their savings are not on track, and 19% are unsure. But…
Read MoreFinancial Fraud Can Cost the Average Victim $7,076. Here’s How to Avoid It
Don’t become a victim of financial fraud. In just 2020, there were over 465,000 cases of financial fraud in the United States according to data by Seon Technologies. The Motley…
Read MorePODCAST 75: What Really Goes on in a First Visit?
Get your complimentary guide to go with this episode: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. …
Read MoreSolving the Income Challenge
Generating a regular income stream out of your savings and investments can be anxiety-inducing, but digital solutions, such as Schwab Intelligent Income, can help you get it right. Transitioning from…
Read More3 Social Security Misconceptions That Could Leave You Cash-Strapped for Life
Not having the right information could really come back to haunt you. What do Social Security benefits cover? How much do I need to save to keep my lifestyle? Will…
Read MoreRMDs: An IRS Change is Making Them Smaller in 2022
The way you calculate your required minimum distribution just changed, and if you don’t need the money for living expenses, that could be good news for you. Here’s why. Making…
Read MoreScaling the Retirement-Savings Peak Is Tough; The Descent Is Tougher
You’ve worked and saved, and now you’re ready to retire. But are you? For a successful retirement – one in which your money lasts as long as you do –…
Read MoreDo This Simple Math Before Delaying Your Social Security Claim
Will you be better off with a delayed claim, or will you end up with less lifetime benefits? If you could predict the future, you would know when/if to delay…
Read More6 Money Moves to Make Before You Turn 40
Aim to check all of these off your list before that milestone arrives. Retirement may seem like another world away in your twenties and thirties, but it can creep up…
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