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Posts by category
- Category: Advisor
- Review Your Insurance Policies and Long-Term Care Plans Before the Year Ends
- Simple Tax-Loss Harvesting Strategies for Retirement
- Financial Monsters: Your 2024 Money Survival Guide
- Simple Strategies to Avoid Running Out of Money in Retirement
- 8 Financial Pitfalls Dads Encounter in Retirement—And Proven Strategies to Avoid Them!
- 10 Books to Read This Summer for a Richer Retirement
- 5 Mother’s Day Gift Ideas That Money CAN Buy (Literally!)—And One is FREE!
- Is It Ever Too Late to Plan for Retirement? A Straight Talk
- 7 Retirement Insights: Lessons I Wish We All Knew Sooner
- How Parents Can Help with Student Loans Without Delaying Retirement Dreams
- Understanding Medicare
- The Psychology of Investment Slowdowns…
- 2024 401k Rules Adjust – Are You Making the Most of Updated Limits?
- The Top 5 Christmas Eve Traditions for Retirees and Their Families
- Guide to Retirement Living Options
- Evelyn’s Thanksliving Journey, A Thanksgiving Story!
- Rediscover Hobbies, Reignite Your Spark
- A Healthy Approach to Retirement Healthcare
- What to Consider When Choosing Your New Home in a Retirement Community
- High Interest, High Stakes (Can a Retiree Thrive in a Rising Rate World?)
- Jet-Setting on a Budget
- Retirement Ahead -> How Much Money Do You Really Need?
- Retirement Reinvented – Cultivating Joy through Homesteading
- Navigating Recession as a Retiree
- Category: Financial Advice
- Your 2025 Retirement Financial Checklist: Start the New Year with Confidence
- 8 Holiday Spending Tips to Keep Your Retirement Savings Secure
- Maximizing Your Social Security Benefits: Strategies and Tips
- 10 Essential Steps to Protect Your Retirement Goals
- 6 Thoughtful Ways to Express Gratitude to Loved Ones This Thanksgiving
- Is a Self-Directed IRA Right for You? The Pros and Cons You Need to Know
- The $100,000 Decision: Your 2024 Roth Conversion Master Plan
- How Smart Asset Allocation Can Protect Your Retirement Savings
- Retirees Beware! How to Keep Your Money Safe from Fraud
- How to Retire Early with FIRE Movement
- How WEP and GPO Affect Your Social Security Benefits
- Annuities vs. Bonds: Which is Better for Retirement Income?
- How Falling Mortgage Rates Can Help (or Hurt) Your Retirement Goals
- The Truth About Social Security: Are Your Benefits at Risk?
- 8 Smart and Safe Ways to Grow Your Retirement Funds
- Roth IRA or Traditional IRA? Find Out Which Is Best
- Medigap Myths Busted!
- Transform Your Retirement Savings with This Simple, Overlooked Strategy!
- 5 RMD Myths Every Retiree Must Know to Avoid Costly Mistakes!
- Think It’s Too Late? Top Strategies to Save Your Retirement Today
- 4th of July is Coming! Are You Truly Financially Independent?
- 10 Must-Know Pension Tips to Boost Your Retirement
- Revamp Your Retirement Withdrawals with These 10 Expert Tips!
- From Dream to Reality: 9 Unbelievable Ways Retirees Can Travel the World for Less
- Veterans: Don’t Fall for These 5 Retirement Traps!
- Think You’re Ready to Retire? The Social Security Change That Might Hold You Back
- How Financially Literate Are You? A Self-Assessment Checklist
- Ready to Start Investing with Just Pocket Change? Here’s How
- 8 Key Tips to Maximize Your Refund in 2024
- How to Create Retirement Income That Will Last Your Whole Life
- 5 Retirement Planning Mistakes Women Make and How to Correct Them
- What Are the Benefits of Estate Planning? Here’s Why It’s a Game-Changer
- What’s the Economic Outlook for Your Retirement?
- Evaluating Long-Term Care Insurance: Is It Right for You?
- The Art of Downsizing… Tips for Simplifying Your Life Before Retirement
- Unmasking 10 Scary and Spooky Retirement Myths
- Understanding Retirement Account Rollovers (A Step-by-Step Guide)
- Retirement Planning for Small Business Owners
- The Allure and Realities of Retiring Early: A Comprehensive Guide
- Mutual Funds for Retirement Bliss? Are They Still Relevant?
- How Do You Create a Simple Retirement Income Plan?
- Why is Laddering a Smart Strategy For Your Finances?
- What Can Indexed Annuities Do For You?
- Financial Vows for Money-Savvy Couples
- How Can You Plan For Long-Term Care?
- Managing Your Finances
- What's the Difference Between a Will and a Living Trust?
- Retire Early, Tap Your 401k Early… Penalty?
- When Should I Seek Financial Advice?
- Category: Financial Planning
- The Early Retirement Wave: Is It Right for You?
- Rocking Your Retirement in 2024 Even When Times Get Rocky
- Do You Have to Take Your Required Minimum Distribution?
- How to Double Your Money
- How to Set and Keep Financial Goals
- The 3 Stages of Your Financial Life
- What is an Annuity and How Does It Guarantee Income?
- How To Strategize For Your Social Security Benefits
- How Are Your Social Security Benefits Calculated?
- Category: Long Term Care
- Category: Retirement
- Finding Fulfillment? Give Back in Your Golden Years
- FALL Into an AutumnAZING Season
- Embracing the Three Phases of Retirement
- Embrace Meaningful Adventures in Retirement!
- Roth IRA – Convert or Contribute?
- 5 Common Mistakes to Avoid in Retirement
- Medicare Fall Open Enrollment Ends Soon
- Top 5 Things Baby Boomers Should Know
- Retirement Planning Mistakes To Avoid
- Passing Your Estate to Imperfect Heirs
- Life Insurance, It's Not For You.
- Start Your Year End Planning Now
- The Executive Order on Retirement Savings
- Charitable Giving And Retirement
- 7 Things You Should Know About Medicare Before You Retire
- Top 5 Things You Could Spend Less On In Retirement
- One Basket, All Eggs. Risky!
- Procrastinating; The Cost To Your Retirement
- A 1035 Exchange, Know The Facts
- How successful retirees invest in the stock market: 3 easy steps
- Do You Have a Retirement Account or a Retirement Plan?
- Category: Retirement Investing
- Category: Staff
- Category: Tax Planning
- Category: Uncategorized
- How to Use the Bucket Strategy for Retirement Withdrawals
- The Impact of Debt on Your Retirement
- Smart Retirement Planning Tips for 20-Somethings
- Unveiling Retirement’s Healthcare Realities
- The 70-80% Rule: A General Guideline for Determining a Good Monthly Retirement Income
- Planning for Retirement: Exploring the Three Most Common Retirement Plan
Types - Retirement Income: What Is Considered ‘Good’ and How to Achieve It
- Retirement Planning Made Easy: 5 Key Steps to Secure Your Financial Future
- What’s Your Risk Tolerance?
- 3 Ways to Boost Your Social Security Benefits
- Impact of Inflation in Retirement
- Is Tax Planning Missing in Your Retirement Planning?
- Don’t Let Timing Ruin Your Retirement
- How Can Social Security and Retirement Planning Work Together For Your Benefit?
- When is the Best Time to Retire?
- Your Spouse Just Passed Away – What Should You Do?
- When Does a Roth Conversion Make Sense?
