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Read MoreRetirement is undeniably a major life and financial transition. Even so, baby boomers can run the risk of growing nonchalant about some of the financial challenges that retirement poses, for not all a
...Read MoreUnderstanding mandatory retirement account withdrawals.If you are approaching your seventies, get ready for required minimum distributions. You may soon have to take RMDs, as they are called, from one
...Read MoreThe SECURE Act of 2019 represented the biggest update to retirement law in over a decade. Now, Congress is deliberating on what “SECURE 2.0” legislation might entail.In March, the House passed the Sec
...Read MoreMost people just invest for the future. You have a chance to do more. Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may
...Read MoreLittle things to keep in mind for life after work. Decades ago, there was a book titled, What They Don’t Teach You at Harvard Business School. Perhaps someday, another book will appear to discuss
...Read MoreKnowing when it’s the right time to retire can be difficult, especially if you love your job. Even professional athletes have a hard time knowing when to walk away! These athletes thought they were
...Read MoreTax Planning: Amid soaring inflation, the IRS this week announced higher federal income tax brackets and standard deductions for 2023.
...Read MoreWhat has changed for you in 2022? This year has been as complicated as learning a new dance for some.
...Read MoreSocial Security-related scams continue to be widespread, especially during the holidays.
...Read MoreTHE YEAR IN BRIEF2022 was a year of challenges for investors. High inflation challenged consumers and the Federal Reserve, which took the benchmark interest rate to a level unseen in 15 years.
...Read MoreIn this guide, we will explore where your tax dollars go, some of the ways tax filing may look different, and what you can do to prepare.
...Read More3 things that every senior should have in 2023
...Read MoreFor many older adults, finding time to experience nature can be one of the greatest pleasures in retirement.
...Read MoreI recently watched a very inspiring movie titled, Free Solo. It was about a rock climber named Alex Honnold. Alex is a professional adventure rock climber whose audacious free-solo ascents of America’
...Read MoreLast weekend, I watched an informative segment on CBS 60 Minutes. The report featured in depth information about financial scamming.
...Read MoreDo you feel like you're spending too much time keeping track of your finances? When planning for retirement, it is important to have a reliable source for your budget and finances.
...Read MoreDo you have a record of your personal belongings in your home? Recently, when updating our homeowners policy, I realized that I do not have official documentation of all the contents of my home.
...Read MoreFinancial Planning isn't a "one size fits all" approach. Each individual and couple has their own unique situation and goals for the future.
...Read MoreDid you know that 1 in 5 Americans have inactive 401(k)s worth thousands of dollars? Don't let your hard-earned money go to waste! Here's how to reclaim yours.
...Read MoreDid you know that women tend to outlive men? Also, their healthcare needs differ (and healthcare costs tend to be higher). What are your options?
...Read MoreAs 2023 comes to a close, reflect on where you’ve been and where you’d like to go. As the year wraps up, it’s natural to think about your goals — professionally, personally, and financially.
...Read MoreAre you recently retired, or do you hope to retire in the next several years? Why reinvent the wheel when you can learn retirement planning lessons from the millions of people before you?
...Read MoreHave you ever heard of a “centenarian?” It’s someone who has celebrated their 100th birthday. Bob Hope, Kirk Douglas and George Burns were all centenarians.And chances are you’ll be hearing a lot mor
...Read MoreI just came across an important feature on your iPhone that can help keep your money safe. Having your phone stolen can be frustrating enough without the thief also hacking into your apps and draining
...Read More
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