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Future-Safe Finances: How To Protect and Grow Your Income in Retirement

June 10, 2025
Posted By: admin

Future-proof your retirement plan by making these moves with your savings, spending, and retirement accounts. Small changes now can add up to more security

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If You’re Gen-X And Panicking About Retirement, Start Here

June 10, 2025
Posted By: admin

If you’re part of Generation-X (born between 1965 and 1980), you’re likely thinking a lot about retirement. A recent survey found that Gen-X is

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Retirement Savings: It’s Not Just About the Numbers, It’s About Your Life Plan

June 10, 2025
Posted By: admin

Retirement planning goes beyond reaching a magic savings number; it requires a deep analysis of spending habits, values, and desired lifestyle. The FIRE movement

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Couples Nearing Retirement: Synchronizing Your Retirement Planning Timelines

June 10, 2025
Posted By: admin

Couples approaching retirement must navigate the challenges of synchronizing their individual retirement planning timelines for a seamless transition into their golden years.

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Why one advisor says retirement planning should begin at just 16

June 10, 2025
Posted By: admin

Most 16-year-olds don’t worry about retirement – but one financial advisor believes that’s exactly when the path to long-term financial security should begin. Mitzi

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JPMorgan studied 5 million US retirees — and named 3 spending trends you need to factor into your plan

June 10, 2025
Posted By: admin

Most retirees worry about running out of money because of spiralling inflation and unexpected medical costs as they get older. However, after studying the

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Late to Retirement Planning? 3 Strategies to Help You Catch Up to Your Peers

June 10, 2025
Posted By: admin

If you feel like you’re behind on retirement savings, using a Roth IRA could help provide a boost. A Roth IRA has a unique

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Retiring in 5 years? I tell my clients to take these 2 steps to safeguard their retirement plan

June 10, 2025
Posted By: admin

This is why, regardless of any broader economic factors, I always recommend that pre-retirees who plan to retire within the next five years do

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Planning retirement without kids? Here’s how to make the most of it

June 10, 2025
Posted By: admin

Double-income, no-kids (Dink) couples are exploring financial strategies like joint life annuities and reverse mortgages to achieve secure retirements. However, these options involve risks

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Pension planning: The tax pros and cons of lump sums versus annuities

June 10, 2025June 10, 2025
Posted By: admin

Deciding between a lump sum or annuity for your pension? Learn the tax pros and cons to make the best choice for your retirement.

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