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August 17, 2023
Pre-Retirement Preparedness: Planning for Your Career Exit

This is it. You’re zeroing in on your retirement years. You’ve been planning this for decades, but are you really ready? If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career. Here’s what you should be doing to prepare.  Invest for Growth and […]

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August 16, 2023
Retirement as a Single Woman

If you’re in the 29 percent of women between ages 50 and 64 who are single, you may be wondering what retirement will look like. Saving and planning for retirement is already a difficult journey for many, and those who rely on a single income face even more unique challenges than those who are married or partnered. […]

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August 12, 2023
IRS Woes: Don't Let Taxes Derail Your Retirement Plans

All United States citizens are subject to income tax from the federal government, even those who are retired. Living on a fixed income in retirement can be difficult, so it’s important to plan accordingly for how you will be taxed to get an accurate picture of your financial health.  Here’s what you need to know […]

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August 10, 2023
Divorce and Retirement: Here’s What You Need to Know

Divorce is never an easy experience, whether you’ve been married for decades or just a few years. Negotiating a divorce settlement can be complicated by lingering emotions, custody battles, and difficult division of assets. But while divorce may be hard on your emotional wellbeing and your wallet, you shouldn’t let it impact your retirement plans.  […]

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July 20, 2023
Seven Key Tips for Planning Elder Care

Seven Key Tips for Planning Elder Care Navigating the complexities of elder care for loved ones can be challenging, and it is a journey that many of us will embark on as our parents or other family members age. Noticing signs of decline in our loved ones is always hard, and making care decisions for […]

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July 18, 2023
5 Amazing Places to Retire Outside of the U.S.

Would you enjoy your retirement more in the U.S. or abroad? That’s not an easy question to answer, and the right answer is different for everyone.  After all, we don’t all want the same things in retirement, and we all retire with different resources, agendas, and expectations.  That can make some places better (or worse) […]

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June 14, 2023
Preparing for an Early or Unexpected Retirement

More Americans are retiring earlier than you might think Planning for retirement is without a doubt a long-term project that takes years of saving and adjusting to prepare for successfully. It certainly isn’t a fix it and forget it endeavor. But no matter how well you prepare or how diligently you save, the reality is […]

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June 3, 2023
Retiring as a Small Business Owner

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over their schedules, career goals and finances. It can be incredibly rewarding to start and own a successful small business. But one thing that many small business owners […]

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May 31, 2023
Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home equity might sound like a good idea, but is it actually a wise move financially? Here are some things to consider when making the decision […]

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May 18, 2023
Selling Your Home After Retirement: The Benefits of Downsizing

If you’re nearing retirement age, you’re probably thinking about what life will look like once you’ve stopped working full time. There are many benefits to retiring—like more time to spend on your hobbies and with people you love—but there’s also the uncertainty of living on a fixed income. One great way to save money during […]

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May 16, 2023
Small Business Owner Retirement: Dealing with an Unexpected Exit

You’ve spent many years building your business from the ground up, working through the highs and lows of entrepreneurship. Now, as you’re nearing retirement age, it’s time to think about what will happen to your business when you’re no longer working. And while you might have been planning your retirement for many years, there may […]

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May 3, 2023
How do I Start Planning for Retirement?

If you’ve just begun your career and started collecting a decent paycheck, retirement probably feels like it’s lightyears away. But it will get here quicker than you expect, and when it does, you’ll want to be prepared.And if you’re in your 40s or 50s and haven’t started saving for retirement yet, it’s not too late. […]

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