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Orlando, Florida. A tax-friendly city in a tax-friendly state, Orlando ranks as the best place to retire in the nation. Florida has no estate

In his Harvard Business Review article, “The Crisis in Retirement Planning,” Merton offers a three-part model for thinking about retirement income. This is the

Discover how this investment account with triple tax benefits can supercharge retirement planning, lower healthcare costs, and boost your long-term savings.

Generation X finds itself in a particularly challenging financial position as retirement approaches rapidly. Born between 1965 and 1980, this generation has faced unique

Signed into law at the end of 2022 by President Joe Biden, the SECURE ACT 2.0 was focused on encouraging people to build a

Given current life expectancies, that means they’ll spend about 22 years in retirement. But will their savings last that long — and will yours?

You likely already know about the magic of compounding. If you save $1,000 and it grows at 10% per year for 10 years, its

Retirement brings up different feelings. For some, it feels far away. Others see it coming soon. Recent numbers show a strange puzzle. People saved

The SECURE 2.0 Act, passed in 2022, has been making waves in the way Americans approach retirement. From making enrollment in company retirement plans

There is a higher catch-up contribution limit than $8,000 for those employees who attain ages 60 to 63 in 2026.