Retirement
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Four Actually Legit Reasons to Take Social Security Early
Don’t take a non-expert’s advice on when to claim Social Security benefits — they don’t know everything about your unique situation.
By Evan T. Beach, CFP®, AWMA® Published
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No Kids to Rely On? Seven Things Solo Agers Must Do Now
If you don’t have children or a support system of close friends nearby, you face some special challenges. For peace of mind, answer these seven questions.
By Thomas C. West, CLU®, ChFC®, AIF® Published
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How to Have a Happy Retirement
Want a happy retirement? These eight tips for finding your retirement bliss are backed by solid evidence.
By Jacob Schroeder Last updated
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Social Security Tax Wage Base Jumps 5.2% for 2024
Social Security Wealthier taxpayers will have more Social Security tax taken from their paychecks this year.
By Kelley R. Taylor Last updated
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Seven Habits for a Happy Retirement
happy retirement A long and happy retirement takes more than just money. Here are seven things happy retirees do – besides dutifully saving the money they’ll need to quit the 9-to-5 grind.
By Jacob Schroeder Published
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When Is the Perfect Time to Buy Life Insurance?
This is not an easily answered question, other than 'when you're the youngest and healthiest you can be.' Your occupation, habits and extracurricular activities will also affect your premium.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS Published
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Should You Take the Survivor Option on Your Pension?
In some cases, you could buy life insurance instead and get a better deal in protecting your spouse. There are some things to keep in mind, though.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Is Your Money 'Lazy'? Here’s How to Put It to Work
A fat savings account may feel good, but letting your money just sit there could cost you more than you realize.
By Jason “JB” Beckett Published
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Best Jobs for Retirees
retirement Your career job is ending. It’s time to consider how to earn extra cash in retirement by doing the work you’ve always wanted to do.
By Bob Niedt Last updated
retirement