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SMART Retirement
Working towards retirement is both exciting and scary. Not so much, when you use the SMART Retirement approach: S trategic M ovement A...
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7 Smart Money Moves for 2020
New federal legislation made sweeping changes in retirement plans. Here’s what you need to know. The new year has brought a number of...
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Is Retirement Good for Health or Bad For It?
For many people, retirement is a key reward for decades of daily work—a time to relax, explore, and have fun unburdened by the daily...
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What Millennials, Gen X & Boomers Have In Common But Don’t Admit, Discuss, Nor Plan For
Going through her mail, Kendra slices open an envelope from her preferred airline. Inside she finds a hefty gray card with her name...
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Fixed vs. Fixed Indexed Annuities: What’s the Difference?
Among the various kinds of annuities, which are contracts you sign with an insurance company to pay a premium for guaranteed income...
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Numbers That Older Workers and Retirees Need to Know in 2020
From retirement plans to health care, things are changing A new year and a new decade begin next week. Whether you’re retired or still...
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Six Ways Social Security Will Be Changing In
Every day, 10,000 or so baby boomers are turning 65. Some of you have probably already retired. Many are likely counting the days until...
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How to Retire in 2020
WHEN YOU ARE READY TO retire, there are certain basic things you should do before you leave the comfort and security of your old job. You...
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The Difference Between Annuities And Life Insurance
Both annuities and life insurance should be considered in your long-term financial plan. While both include death benefits, you buy life...
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6 Ways The SECURE Act May Impact Your Retirement
The new Setting Every Community Up For Retirement Enhancement (SECURE) Act, just signed by President Trump, is the broadest piece of...
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Is A Fixed-Index Annuity Right For You?
Retirement isn’t what it used to be. Today, not only are people working, traveling and living dynamic lives well past the previous...
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Recap: What happened to the retirement landscape in 2019?
As 2019 comes to an end, it’s worth taking a moment to reflect back on what took place in the retirement landscape during the past 12...
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Retirement Plan Contribution Limits Will Increase in 2020
The Internal Revenue Service announced on Wednesday, November 6, that several contribution limits in qualified retirement plans will...
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3 Ways You Can Lose Your Social Security Benefits
You definitely want to avoid these at all costs. Millions of seniors today regard Social Security as a critical source of income. But if...
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Don’t Just Be Ready; Be Game Ready
Everyone’s idea of the “perfect retirement” is different. Some of us plan to travel the world, while others hope to move to a new...
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Changing Seasons in Retirement
The holidays are just around the corner, meaning it’s almost time to prepare for parties, travel, gift-giving, and more. But what’s good...
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