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Retirement Planning
Don’t Let Taxes Dim Your Retirement: How to Plan Ahead with Your ‘Tax Bucket List’
Taxes are always a thought, but have you prepared for the potential tax burden in retirement? Discover the three “tax buckets” and what they mean in this Kiplinger article. …
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 MorePODCAST 77: Who Gets Ownership of My Property After I Pass Away?
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 MoreSocial Security: How Investing in a Roth IRA Can Boost Your Benefits
Contributing to a Roth IRA means that you’re contributing after-tax dollars, so you can withdraw penalty-free and tax-free after 59 ½. But there’s also another benefit of a Roth IRA…
Read MoreLess Than Half of Workers Are Confident They’ll Have Enough Money for Retirement
A large portion of workers dream of retiring one day with enough money to live out their retirement dreams. However, for some workers, retirement may just be a dream. Money.com…
Read MoreRetirees, Here’s What to Consider When Buying an Annuity
Annuities are sometimes touted as a solution for retirees concerned about outliving their savings. But these products can be complicated. When retirement is fast approaching and inflation is continuing to…
Read More51% of Older Workers Could Get $2,000 or Less From Retirement Savings
Are you one of them? In these times, Social Security benefits do not provide enough income to get you through your retirement years. This Motley Fool article addresses this issue…
Read MoreRetirees: Go Ahead and Spend More in the Go-Go Years
To have a happy, successful retirement, you need to do more than maximize your return on investment, you need to maximize your return on time. We all know money is…
Read MoreSocial Security retirement age stops changing in 2022: What to know
New full retirement age is 67 for anyone born after 1960 Are you one of roughly 70 million people affected by a change in retirement age? This article from Fox…
Read MoreFor Widows: 3 Life-Changing Financial Resolutions
Build your confidence along with your balance sheet by following these three financial resolutions just for widows. Learn how to be confident in your own finances with this article from…
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