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Long Term Care
How Financially Literate Are You? A Self-Assessment Checklist
April is here, and it’s not just about spring showers and blooming flowers—it’s also Financial Literacy Month. This time of year, we’re all encouraged to brush up on our financial…
Read MoreIs It Ever Too Late to Plan for Retirement? A Straight Talk
Wondering if the retirement ship has sailed without you? Good news: it’s never too late to get started. Even though kicking things off earlier is a plus, jumping in at…
Read More7 Retirement Insights: Lessons I Wish We All Knew Sooner
Retirement, huh? It’s the phase of life many of us dream about during those long office hours or endless meetings. But as many folks have found out (often the hard…
Read MoreHow Parents Can Help with Student Loans Without Delaying Retirement Dreams
Tackling college costs for our kids while keeping an eye on our own retirement? Yeah, it’s a lot. But, believe it or not, there’s a way to do both without…
Read More8 Key Tips to Maximize Your Refund in 2024
Tax season is here again, and if you’re retired, you’ve got some unique chances to boost your refund. The tax world can be a maze, but with the right moves,…
Read MoreHow to Create Retirement Income That Will Last Your Whole Life
Heading into retirement is like stepping into a new phase of life where the adventure begins anew. Ensuring you’ve got a steady flow of income to fuel this journey is…
Read More5 Retirement Planning Mistakes Women Make and How to Correct Them
Retirement planning can seem like a daunting task, especially with the unique set of challenges women often face. From juggling career breaks to managing a longer lifespan, there’s a lot…
Read MoreUnderstanding Medicare
The Basics and Common Queries Navigating the complexities of healthcare in retirement can be daunting, especially when it comes to understanding Medicare. As individuals approach the age of 65, it’s…
Read More2024 401k Rules Adjust – Are You Making the Most of Updated Limits?
As the new year kicks off, have you checked the latest on 401(k) contribution limits? Understanding the changes allows fully optimizing your strategy. This quick guide makes it easy to…
Read MoreWhat’s the Economic Outlook for Your Retirement?
Wondering what major money events and economic trends might impact your retirement plans this year and beyond? As headlines make everything sound doom-and-gloom, let’s decode how ongoing changes could affect…
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