Retirement
New Tax Rules Can Save You Thousands on Home Renovations
Through a federal program initiated by the Inflation Reduction Act, homeowners can anticipate saving thousands on upgrades. Ranging from individual items to significant energy reduction projects, these rebates underscore the…
Read MoreI’ve Been a Retirement Planner for 17 Years—Here Are the 18 Biggest Mistakes Most People Make
With about 80% of financial planning focusing on optimizing earnings, enhancing savings, and effective budgeting, the prospect of a satisfying and healthy retirement is achievable—provided you steer clear of typical…
Read MoreFinding a financial adviser is like dating — you don’t need to stick with the first person you meet
Similar to relationships, the first choice might not be the perfect match. This week’s retirement tip underscores the importance of thorough research and assessing compatibility with your adviser, leveraging specialized…
Read MoreThe five biggest things that confuse Americans about retirement
A new survey by Charles Schwab reveals that Americans aim for a $1.8 million retirement fund, but many lack clarity on savings targets and investment strategies. This survey underscores the…
Read MoreThis janitor in Vermont built an $8M fortune without anyone around him knowing. Here are the 2 simple techniques that made Ronald Read rich — and can do the same for you
As skeptics ponder the simplicity, the story of Ronald Read—an unassuming Vermont retiree—stands as a testament to the power of ordinary, masterfully executed actions. His unremarkable life belied an astonishing…
Read MoreHow to Retire Better, From Retirees Who Learned the Hard Way
Countless Americans retire daily, only to find themselves lacking in finances, social connections, and fulfilling plans. Don’t wait for hindsight to guide your retirement journey – seize the opportunity to…
Read MoreHere’s What It Looks Like When Americans Retire Overseas
While the exact number of Americans retiring abroad remains uncertain, a significant increase is evident. Discover the realities of retiring abroad and uncover valuable insights to make your international retirement…
Read MoreAmerica’s Retirees Are Going Broke
With many people living well into their 80s or beyond, it’s important to plan for a retirement that spans two decades or more. Discover the true cost of retiring comfortably…
Read MoreTo Create a Happy Retirement, Start With the Three Ps
As retirement approaches, the anticipation of newfound freedom and a life of fulfillment takes center stage. Retirement opens the door to a multitude of possibilities and opportunities for personal growth…
Read MoreAmericans Believe They Will Need $1.27 Million to Retire Comfortably, According to Northwestern Mutual Planning & Progress Study
New insights from Northwestern Mutual’s 2023 Planning & Progress Study reveal that Americans believe they will need $1.27 million to retire comfortably, surpassing last year’s reported figure of $1.25 million.…
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