9 Smart Money Moves to Make Before the Holidays
As the days get shorter and calendars fill up with holiday plans, it’s easy to push financial tasks aside — especially when they don’t feel…
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Is Semi Retirement Right for You? Pros, Cons, and How to Begin
Your alarm goes off at 6 AM. Again. You drag yourself up, thinking: do I really want to do this for another ten years? But…
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The 3 Biggest Retirement Questions You’ve Been Afraid to Ask
You know that feeling at 2 a.m. when your mind won’t shut off? When you’re staring at the ceiling, running through the same worries on…
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Don’t Let These Financial Frights Haunt Your Retirement
Halloween might bring out ghosts, goblins, and pumpkins on porches, but for many retirees, the real chills don’t come from spooky movies — they come…
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Five RMD Mistakes That Cost Retirees Thousands
December 30th. You’re wrapping up holiday plans when you remember—did you take your required minimum distribution this year? For retirees who’ve been managing RMDs for…
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What Is Revenge Saving — and Why Are So Many Retirees Doing It Now?
After a turbulent few years of inflation, market swings, healthcare price hikes, and economic uncertainty, a quiet shift is taking place among retirees and those…
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The $800 Medicare Mistake to Avoid This Fall
“I didn’t realize my plan changed until I got the bill…” That’s what Susan, a 73-year-old retiree living in Rockrimmon, told us last year. Her…
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Understanding Medicare Advantage vs Medicare Supplement Plans
Many retirees feel relief when Medicare starts — then quickly realize there are still gaps. For instance, Medicare requires you to pay part of hospital…
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No More Pre-Tax Catch-Up?
If you’re age 50 or older and earning more than $145,000 a year, a major shift is coming to how you save for retirement. Starting…
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Why a Financial Advisor is Still Important in Retirement
The retirement party is over, the gold watch is sitting on your dresser, and for the first time in decades, Monday morning doesn’t mean rushing…
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Medicare Advantage or Supplement Plan? Here’s How to Choose What’s Right for Your Retirement
For most retirees, healthcare quickly becomes one of the biggest expenses to plan for. Premiums, copays, deductibles, and unexpected bills can easily compete with everyday…
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The True Cost of Retirement Healthcare and How to Prepare
Many retirees go in for what seems like a routine doctor’s visit, only to discover that the bill isn’t fully covered by Medicare. A new…
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