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Don’t Make This Mistake in Your Retirement Planning
A documented, detailed retirement plan can be a valuable tool in helping you live the life you’ve imagined for yourself after you stop working. However, a retirement plan is only…
Are You Prepared for Your Spouse’s Death?
Financial planning is often used to develop a strategy to achieve one’s biggest financial goals and dreams. Unfortunately, financial planning often also involves needs and objectives that may not be…
Are You a Comprehensive Planner?
The study found that only 19 percent of Americans fall into the category of comprehensive planners. The remaining 81 percent either only plan for specific, limited financial goals or do…
Your Spending Could Actually Increase in Retirement
Very often, a retirement plan is only as good as the assumptions in the plan. You’ve likely made assumptions about your retirement income, your life expectancy, and maybe even your…
Should You File for Social Security as Soon as You’re Eligible?
The dilemma of when to file for Social Security retirement benefits can be challenging for many retirees. It’s often tempting to file as soon as you’re eligible at age 62….
Is It Ever a Good Idea to Take a Loan From Your 401(k)?
Your employer 401(k) plan is likely one of your most important retirement assets. A 401(k) offers the combined power automatic pre-tax contributions, matching employer contributions, and tax-deferred growth. While a…
How To Eliminate the Stress this Tax Season
Tax season is almost here, and if you’re like most Americans, you may be feeling the pressure to get your return filed. Filing taxes can be time-consuming, complicated, and stressful….
Retirement Planning Tips for the Homestretch of Your Career
Retirement is right in your sights, and you’re getting ready for your golden years. The final years before retirement can be exciting and full of anticipation. They can also be…
How to Protect Your Beneficiaries From a Tax Surprise
Qualified plans such as 401(k)s and IRAs can be useful tools that help you save for retirement. They offer tax-deferred growth, which means you don’t have to pay taxes on…
How to Keep Saving for Retirement During a Career Transition
Are you tired of your current job and thinking about a switch? Maybe you’re already in the process of sending out resumes and interviewing. Or you might have already accepted…
