Retirement
I’m a Financial Advisor: Here Are 9 Retirement Planning Tips for Freelancers
Freelancers face distinct challenges in retirement planning, lacking traditional employer benefits like sponsored retirement accounts and HR support. With fluctuating incomes, saving consistently for retirement can be challenging. Financial advisors…
Read More8 Retirement Secrets Seniors Want You to Know
Don’t wait for retirement regrets! Crafting the ideal retirement savings plan starts today. Avoid the ‘should-haves’ and uncertainties by taking charge of your financial future now. Discover the crucial balance…
Read MoreHow Is Your Post-Retirement Stacking Up? Three Key Questions
Cheers to a successful retirement transition! As you embark on this exciting new chapter, ensure a rock-solid financial foundation with scenario planning. Guard against the top retiree fear—running out of…
Read More3 more crucial things you must say goodbye to in retirement — most Americans can’t do it. But can you?
Brace for the unexpected in retirement! Despite thorough preparation, the realities of this major lifestyle and financial shift are bound to bring surprises. From downsizing homes to managing a budget…
Read MoreAre You Taking Too Much Risk in Retirement?
The retirement fear we all share: running out of money. Whether it’s $1 million or $2 million, the worry persists. Market volatility adds to the anxiety, with memories of the…
Read MoreHow to Know When It’s Time to Retire
Navigating the retirement decision: At 67, Kathie Davis grappled with when to call it a career. Despite enjoying her financial-services job, the increasing demands and life moving on led her…
Read MoreHere are 5 uncomfortable truths about retirement — that you really need to hear. (Especially if you want to call it quits early)
While the American dream often revolves around the idea of financial freedom in retirement, achieving it requires facing hard realities. Before hanging up your work boots early, it’s essential to…
Read More8 Ways to Keep Learning After 50
Unlock your potential at any age! Whether it’s painting, knitting, or mastering a new language, it’s never too late to embark on a journey of learning. Beyond the joy of…
Read MoreYou might have unclaimed retirement benefits. How to find them.
Unraveling a retirement mystery: The Social Security Administration flags a potential 401(k) account from 1992 for your wife. If there’s no recollection of cashing out, it’s worth investigating whether the…
Read MoreMost Seniors Will Need Long-Term Care. Here’s How to Save for It.
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 care for Americans. A 2021…
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